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 | $18,677 | $88,583-78.9% | $88,497-78.9% | $273,961-93.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.4%+17.6pp | 83.0%+17.0pp |
| Annual return | 6.24% | 5.68%+0.6pp | 7.63%-1.4pp | 41.45%-35.2pp |
| Employer contribution / active EE | $1,562 | $4,502-65.3% | $4,036-61.3% | $4,869-67.9% |
| Participant deferral / active EE | $2,300 | $4,891-53.0% | $4,899-53.1% | $5,287-56.5% |
| Admin fee / account holder | $5,289 | $8,980-41.1% | $6,220-15.0% | $10,132-47.8% |