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 | $20,305 | $157,256-87.1% | $141,162-85.6% | $152,861-86.7% |
| Participation rate | 72.7% | 84.8%-12.1pp | 82.5%-9.7pp | 82.4%-9.7pp |
| Annual return | 26.79% | 64.32%-37.5pp | 71.39%-44.6pp | 345.32%-318.5pp |
| Employer contribution / active EE | $1,022 | $5,261-80.6% | $4,735-78.4% | $4,762-78.5% |
| Participant deferral / active EE | $3,115 | $7,109-56.2% | $6,709-53.6% | $5,850-46.8% |
| Admin fee / account holder | $3,685 | $12,120-69.6% | $10,261-64.1% | $11,596-68.2% |