See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,372 | $66,764-72.5% | $88,497-79.2% | $62,891-70.8% |
| Participation rate | 89.4% | 77.3%+12.1pp | 82.4%+7.0pp | 69.3%+20.1pp |
| Annual return | 18.04% | 10.37%+7.7pp | 7.63%+10.4pp | 20.14%-2.1pp |
| Employer contribution / active EE | $2,673 | $3,077-13.1% | $4,036-33.8% | $2,281+17.2% |
| Participant deferral / active EE | $5,573 | $3,976+40.1% | $4,899+13.7% | $3,203+74.0% |
| Admin fee / account holder | $6,765 | $4,668+44.9% | $6,220+8.8% | $4,296+57.5% |