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 | $12,977 | $103,376-87.4% | $87,100-85.1% | $152,861-91.5% |
| Participation rate | 70.0% | 79.3%-9.3pp | 76.9%-6.9pp | 82.4%-12.4pp |
| Annual return | 14.77% | 28.10%-13.3pp | 28.19%-13.4pp | 345.32%-330.6pp |
| Employer contribution / active EE | $1,027 | $3,220-68.1% | $2,521-59.2% | $4,762-78.4% |
| Participant deferral / active EE | $1,920 | $4,778-59.8% | $4,049-52.6% | $5,850-67.2% |
| Admin fee / account holder | $4,568 | $12,205-62.6% | $7,497-39.1% | $11,596-60.6% |