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 5-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 | $32,767 | $95,803-65.8% | $113,168-71.0% | $84,808-61.4% |
| Participation rate | 93.1% | 72.9%+20.2pp | 76.6%+16.5pp | 68.3%+24.8pp |
| Annual return | 21.01% | 25.00%-4.0pp | 24.27%-3.3pp | 40.90%-19.9pp |
| Employer contribution / active EE | $3,196 | $2,360+35.4% | $2,975+7.4% | $2,631+21.5% |
| Participant deferral / active EE | $5,354 | $4,242+26.2% | $5,107+4.8% | $4,212+27.1% |
| Admin fee / account holder | $1,400 | $8,989-84.4% | $12,068-88.4% | $7,344-80.9% |