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 9-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 | $6,818 | $54,762-87.5% | $90,281-92.4% | $72,985-90.7% |
| Participation rate | 74.1% | 65.1%+8.9pp | 73.3%+0.8pp | 69.5%+4.6pp |
| Annual return | 30.85% | 30.63%+0.2pp | 78.10%-47.2pp | 81.00%-50.2pp |
| Employer contribution / active EE | $1,049 | $2,092-49.9% | $2,854-63.3% | $2,440-57.0% |
| Participant deferral / active EE | $2,423 | $2,887-16.1% | $3,885-37.6% | $3,607-32.8% |
| Admin fee / account holder | $396 | $3,972-90.0% | $5,351-92.6% | $5,124-92.3% |