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 6-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 | $19,183 | $138,347-86.1% | $184,203-89.6% | $80,856-76.3% |
| Participation rate | 76.0% | 83.9%-7.9pp | 86.8%-10.8pp | 67.6%+8.4pp |
| Annual return | 74.47% | 20.02%+54.5pp | 28.81%+45.7pp | 35.59%+38.9pp |
| Employer contribution / active EE | $2,972 | $4,850-38.7% | $6,427-53.8% | $2,755+7.9% |
| Participant deferral / active EE | $3,917 | $7,071-44.6% | $9,131-57.1% | $4,296-8.8% |
| Admin fee / account holder | $2,070 | $10,483-80.3% | $13,901-85.1% | $6,918-70.1% |