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 | $7,950 | $51,576-84.6% | $129,207-93.8% | $80,856-90.2% |
| Participation rate | 74.2% | 57.0%+17.2pp | 69.6%+4.6pp | 67.6%+6.6pp |
| Annual return | 11.88% | 20.81%-8.9pp | 9417.33%-9405.4pp | 35.59%-23.7pp |
| Employer contribution / active EE | $797 | $1,584-49.7% | $4,153-80.8% | $2,755-71.1% |
| Participant deferral / active EE | $1,517 | $2,669-43.1% | $4,168-63.6% | $4,296-64.7% |
| Admin fee / account holder | $457 | $4,305-89.4% | $7,715-94.1% | $6,918-93.4% |