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 | $26,374 | $82,032-67.8% | $123,104-78.6% | $59,632-55.8% |
| Participation rate | 91.5% | 83.2%+8.3pp | 86.8%+4.8pp | 68.7%+22.9pp |
| Annual return | 0.71% | 5.12%-4.4pp | 13.22%-12.5pp | 2041.28%-2040.6pp |
| Employer contribution / active EE | $2,244 | $3,297-31.9% | $5,151-56.4% | $2,203+1.9% |
| Participant deferral / active EE | $3,240 | $4,667-30.6% | $6,230-48.0% | $3,192+1.5% |
| Admin fee / account holder | $1,418 | $5,881-75.9% | $9,015-84.3% | $4,297-67.0% |