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 | $36,488 | $125,758-71.0% | $169,993-78.5% | $75,163-51.5% |
| Participation rate | 92.6% | 83.6%+9.0pp | 87.0%+5.6pp | 67.2%+25.4pp |
| Annual return | 17.22% | 27.20%-10.0pp | 53.37%-36.2pp | 160.62%-143.4pp |
| Employer contribution / active EE | $2,553 | $4,615-44.7% | $6,785-62.4% | $2,670-4.4% |
| Participant deferral / active EE | $3,660 | $6,837-46.5% | $10,408-64.8% | $4,125-11.3% |
| Admin fee / account holder | $2,125 | $8,173-74.0% | $12,815-83.4% | $5,651-62.4% |