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 7-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 | $14,186 | $165,335-91.4% | $149,696-90.5% | $158,922-91.1% |
| Participation rate | 76.2% | 84.6%-8.4pp | 82.5%-6.3pp | 82.0%-5.8pp |
| Annual return | 17.88% | 348.15%-330.3pp | 276.60%-258.7pp | 302.83%-285.0pp |
| Employer contribution / active EE | $2,128 | $5,103-58.3% | $4,644-54.2% | $4,761-55.3% |
| Participant deferral / active EE | $3,919 | $7,181-45.4% | $6,842-42.7% | $5,982-34.5% |
| Admin fee / account holder | $729 | $10,807-93.3% | $9,309-92.2% | $11,246-93.5% |