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 | $22,020 | $83,477-73.6% | $125,175-82.4% | $72,985-69.8% |
| Participation rate | 85.9% | 73.3%+12.6pp | 79.8%+6.1pp | 69.5%+16.4pp |
| Annual return | 27.98% | 25.78%+2.2pp | 43.79%-15.8pp | 81.00%-53.0pp |
| Employer contribution / active EE | $1,628 | $2,345-30.6% | $3,865-57.9% | $2,440-33.3% |
| Participant deferral / active EE | $3,812 | $3,585+6.3% | $4,937-22.8% | $3,607+5.7% |
| Admin fee / account holder | $3,140 | $5,517-43.1% | $9,702-67.6% | $5,124-38.7% |