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 | $28,485 | $83,477-65.9% | $125,175-77.2% | $72,985-61.0% |
| Participation rate | 97.4% | 73.3%+24.1pp | 79.8%+17.6pp | 69.5%+27.9pp |
| Annual return | 19.91% | 25.78%-5.9pp | 43.79%-23.9pp | 81.00%-61.1pp |
| Employer contribution / active EE | $2,929 | $2,345+24.9% | $3,865-24.2% | $2,440+20.0% |
| Participant deferral / active EE | $2,090 | $3,585-41.7% | $4,937-57.7% | $3,607-42.1% |
| Admin fee / account holder | $461 | $5,517-91.6% | $9,702-95.3% | $5,124-91.0% |