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 6-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 | $20,665 | $80,968-74.5% | $96,544-78.6% | $75,163-72.5% |
| Participation rate | 91.4% | 71.8%+19.7pp | 76.0%+15.5pp | 67.2%+24.2pp |
| Annual return | 14.18% | 27.06%-12.9pp | 25.84%-11.7pp | 160.62%-146.4pp |
| Employer contribution / active EE | $938 | $2,282-58.9% | $2,965-68.4% | $2,670-64.9% |
| Participant deferral / active EE | $1,904 | $3,928-51.5% | $4,851-60.8% | $4,125-53.9% |
| Admin fee / account holder | $2,339 | $6,724-65.2% | $8,252-71.7% | $5,651-58.6% |