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 | $4,928 | $37,426-86.8% | $77,482-93.6% | $79,858-93.8% |
| Participation rate | 74.7% | 41.5%+33.2pp | 54.2%+20.5pp | 69.6%+5.1pp |
| Annual return | 50.08% | 39.70%+10.4pp | 54.79%-4.7pp | 31.71%+18.4pp |
| Employer contribution / active EE | $632 | $637-0.7% | $986-35.9% | $2,471-74.4% |
| Participant deferral / active EE | $931 | $1,260-26.1% | $1,861-50.0% | $3,740-75.1% |
| Admin fee / account holder | $648 | $2,504-74.1% | $2,858-77.3% | $5,306-87.8% |