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 5-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 | $14,214 | $80,968-82.4% | $96,544-85.3% | $75,163-81.1% |
| Participation rate | 74.1% | 71.8%+2.3pp | 76.0%-1.9pp | 67.2%+6.9pp |
| Annual return | 20.08% | 27.06%-7.0pp | 25.84%-5.8pp | 160.62%-140.5pp |
| Employer contribution / active EE | $1,933 | $2,282-15.3% | $2,965-34.8% | $2,670-27.6% |
| Participant deferral / active EE | $2,542 | $3,928-35.3% | $4,851-47.6% | $4,125-38.4% |
| Admin fee / account holder | $1,031 | $6,724-84.7% | $8,252-87.5% | $5,651-81.8% |