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 7-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 | $15,844 | $63,764-75.2% | $81,930-80.7% | $79,858-80.2% |
| Participation rate | 96.2% | 67.5%+28.7pp | 72.0%+24.2pp | 69.6%+26.5pp |
| Annual return | 26.90% | 22.66%+4.2pp | 29.49%-2.6pp | 31.71%-4.8pp |
| Employer contribution / active EE | $2,734 | $1,795+52.3% | $4,310-36.6% | $2,471+10.7% |
| Participant deferral / active EE | $2,666 | $2,780-4.1% | $7,107-62.5% | $3,740-28.7% |
| Admin fee / account holder | $332 | $4,426-92.5% | $5,158-93.6% | $5,306-93.7% |