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 | $11,171 | $77,634-85.6% | $156,549-92.9% | $62,891-82.2% |
| Participation rate | 80.9% | 71.2%+9.7pp | 84.0%-3.2pp | 69.3%+11.5pp |
| Annual return | 5.35% | 50.32%-45.0pp | 32.23%-26.9pp | 20.14%-14.8pp |
| Employer contribution / active EE | $741 | $3,444-78.5% | $5,501-86.5% | $2,281-67.5% |
| Participant deferral / active EE | $1,657 | $3,045-45.6% | $4,871-66.0% | $3,203-48.3% |
| Admin fee / account holder | $308 | $5,561-94.5% | $13,027-97.6% | $4,296-92.8% |