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 | $27,423 | $104,475-73.8% | $159,436-82.8% | $79,386-65.5% |
| Participation rate | 73.6% | 76.6%-3.0pp | 82.8%-9.2pp | 70.7%+2.9pp |
| Annual return | 16.31% | 67.95%-51.6pp | 263.57%-247.3pp | 116.85%-100.5pp |
| Employer contribution / active EE | $1,439 | $3,417-57.9% | $4,829-70.2% | $2,427-40.7% |
| Participant deferral / active EE | $3,546 | $6,467-45.2% | $7,352-51.8% | $4,046-12.3% |
| Admin fee / account holder | $1,333 | $711+87.5% | $10,799-87.7% | $626+112.9% |