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 | $23,498 | $86,286-72.8% | $111,297-78.9% | $85,850-72.6% |
| Participation rate | 96.2% | 73.3%+22.8pp | 77.3%+18.8pp | 69.3%+26.8pp |
| Annual return | 14.72% | 19.99%-5.3pp | 54.65%-39.9pp | 318.53%-303.8pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,330 | $3,641-36.0% | $4,487-48.1% | $3,952-41.0% |
| Admin fee / account holder | $3,643 | $8,188-55.5% | $7,964-54.3% | $6,260-41.8% |