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 | $29,922 | $123,793-75.8% | $177,821-83.2% | $79,858-62.5% |
| Participation rate | 86.3% | 84.7%+1.6pp | 87.7%-1.4pp | 69.6%+16.6pp |
| Annual return | 40.19% | 22.82%+17.4pp | 48.32%-8.1pp | 31.71%+8.5pp |
| Employer contribution / active EE | $1,679 | $4,095-59.0% | $5,918-71.6% | $2,471-32.0% |
| Participant deferral / active EE | $4,560 | $5,956-23.4% | $7,714-40.9% | $3,740+21.9% |
| Admin fee / account holder | $754 | $7,243-89.6% | $12,427-93.9% | $5,306-85.8% |