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 | $23,433 | $91,538-74.4% | $129,995-82.0% | $75,163-68.8% |
| Participation rate | 87.0% | 71.4%+15.5pp | 78.5%+8.5pp | 67.2%+19.8pp |
| Annual return | 22.37% | -631.11%+653.5pp | -137.18%+159.5pp | 160.62%-138.2pp |
| Employer contribution / active EE | $1,567 | $2,845-44.9% | $4,320-63.7% | $2,670-41.3% |
| Participant deferral / active EE | $3,514 | $4,341-19.1% | $5,820-39.6% | $4,125-14.8% |
| Admin fee / account holder | $1,977 | $6,790-70.9% | $10,614-81.4% | $5,651-65.0% |