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 4-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 | $5,957 | $81,248-92.7% | $155,509-96.2% | $80,856-92.6% |
| Participation rate | 86.1% | 66.2%+19.9pp | 78.2%+7.9pp | 67.6%+18.5pp |
| Annual return | 12.06% | 33.31%-21.2pp | 64.67%-52.6pp | 35.59%-23.5pp |
| Employer contribution / active EE | $1,078 | $3,100-65.2% | $4,672-76.9% | $2,755-60.9% |
| Participant deferral / active EE | $1,093 | $3,452-68.3% | $5,626-80.6% | $4,296-74.6% |
| Admin fee / account holder | $387 | $7,997-95.2% | $15,912-97.6% | $6,918-94.4% |