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 3-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 | $4,367 | $74,927-94.2% | $101,794-95.7% | $84,808-94.9% |
| Participation rate | 93.9% | 61.4%+32.5pp | 69.2%+24.7pp | 68.3%+25.6pp |
| Annual return | 21.71% | 18.70%+3.0pp | 30.53%-8.8pp | 40.90%-19.2pp |
| Employer contribution / active EE | $1,168 | $1,522-23.3% | $2,289-49.0% | $2,631-55.6% |
| Participant deferral / active EE | $1,696 | $3,099-45.3% | $4,084-58.5% | $4,212-59.7% |
| Admin fee / account holder | $805 | $6,514-87.6% | $8,777-90.8% | $7,344-89.0% |