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 | $18,160 | $103,966-82.5% | $112,887-83.9% | $75,163-75.8% |
| Participation rate | 93.1% | 75.7%+17.4pp | 80.5%+12.6pp | 67.2%+25.9pp |
| Annual return | 15.94% | 24.54%-8.6pp | 34.10%-18.2pp | 160.62%-144.7pp |
| Employer contribution / active EE | $1,655 | $3,870-57.2% | $4,563-63.7% | $2,670-38.0% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $6,513-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,794 | $7,663-76.6% | $7,047-74.5% | $5,651-68.2% |