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 | $14,895 | $71,883-79.3% | $86,677-82.8% | $68,494-78.3% |
| Participation rate | 88.4% | 72.2%+16.1pp | 76.6%+11.8pp | 67.9%+20.5pp |
| Annual return | -14.12% | 3.52%-17.6pp | 35.91%-50.0pp | -7.84%-6.3pp |
| Employer contribution / active EE | $2,022 | $2,173-6.9% | $2,836-28.7% | $2,596-22.1% |
| Participant deferral / active EE | $4,036 | $3,779+6.8% | $4,656-13.3% | $4,027+0.2% |
| Admin fee / account holder | $645 | $6,112-89.4% | $7,493-91.4% | $5,403-88.1% |