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 | $4,946 | $110,094-95.5% | $151,611-96.7% | $68,494-92.8% |
| Participation rate | 92.3% | 84.0%+8.3pp | 87.5%+4.8pp | 67.9%+24.4pp |
| Annual return | -16.26% | -10.12%-6.1pp | 3.33%-19.6pp | -7.84%-8.4pp |
| Employer contribution / active EE | $2,321 | $4,471-48.1% | $6,166-62.4% | $2,596-10.6% |
| Participant deferral / active EE | $3,515 | $6,527-46.2% | $8,363-58.0% | $4,027-12.7% |
| Admin fee / account holder | $713 | $7,719-90.8% | $11,616-93.9% | $5,403-86.8% |