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 | $8,980 | $72,277-87.6% | $101,248-91.1% | $79,858-88.8% |
| Participation rate | 88.0% | 68.5%+19.5pp | 75.8%+12.2pp | 69.6%+18.4pp |
| Annual return | 16.03% | 22.30%-6.3pp | 46.47%-30.4pp | 31.71%-15.7pp |
| Employer contribution / active EE | $3,321 | $2,692+23.4% | $3,660-9.3% | $2,471+34.4% |
| Participant deferral / active EE | $2,165 | $3,282-34.0% | $4,370-50.5% | $3,740-42.1% |
| Admin fee / account holder | $1,265 | $4,400-71.3% | $5,945-78.7% | $5,306-76.2% |