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 | $16,896 | $65,561-74.2% | $86,188-80.4% | $75,163-77.5% |
| Participation rate | 70.4% | 60.5%+9.9pp | 69.0%+1.4pp | 67.2%+3.2pp |
| Annual return | 33.10% | 46.05%-13.0pp | 1168.45%-1135.3pp | 160.62%-127.5pp |
| Employer contribution / active EE | $1,307 | $1,553-15.9% | $2,380-45.1% | $2,670-51.1% |
| Participant deferral / active EE | $2,874 | $3,024-4.9% | $3,985-27.9% | $4,125-30.3% |
| Admin fee / account holder | $793 | $5,474-85.5% | $6,852-88.4% | $5,651-86.0% |