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 | $13,976 | $61,605-77.3% | $112,229-87.5% | $75,163-81.4% |
| Participation rate | 88.5% | 61.7%+26.8pp | 72.4%+16.0pp | 67.2%+21.3pp |
| Annual return | 15.73% | 28.47%-12.7pp | 30.20%-14.5pp | 160.62%-144.9pp |
| Employer contribution / active EE | $524 | $2,015-74.0% | $3,430-84.7% | $2,670-80.4% |
| Participant deferral / active EE | $2,838 | $3,108-8.7% | $4,798-40.8% | $4,125-31.2% |
| Admin fee / account holder | $396 | $4,862-91.9% | $7,748-94.9% | $5,651-93.0% |