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 4-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 | $18,733 | $109,413-82.9% | $156,263-88.0% | $84,808-77.9% |
| Participation rate | 83.9% | 72.7%+11.2pp | 78.9%+5.0pp | 68.3%+15.6pp |
| Annual return | 23.58% | 20.18%+3.4pp | 59.47%-35.9pp | 40.90%-17.3pp |
| Employer contribution / active EE | $1,461 | $2,907-49.8% | $4,333-66.3% | $2,631-44.5% |
| Participant deferral / active EE | $2,679 | $4,590-41.6% | $6,158-56.5% | $4,212-36.4% |
| Admin fee / account holder | $886 | $9,357-90.5% | $14,255-93.8% | $7,344-87.9% |