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 7-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 | $22,308 | $91,552-75.6% | $133,956-83.3% | $79,858-72.1% |
| Participation rate | 82.9% | 73.3%+9.6pp | 79.8%+3.1pp | 69.6%+13.3pp |
| Annual return | 21.15% | 61.85%-40.7pp | 45.09%-23.9pp | 31.71%-10.6pp |
| Employer contribution / active EE | $3,596 | $2,384+50.9% | $3,919-8.2% | $2,471+45.5% |
| Participant deferral / active EE | $5,509 | $3,733+47.6% | $5,048+9.1% | $3,740+47.3% |
| Admin fee / account holder | $3,238 | $6,321-48.8% | $8,927-63.7% | $5,306-39.0% |