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 | $4,544 | $114,381-96.0% | $107,525-95.8% | $142,382-96.8% |
| Participation rate | 84.6% | 78.1%+6.5pp | 75.1%+9.5pp | 80.1%+4.5pp |
| Annual return | 32.81% | 242.71%-209.9pp | 181.32%-148.5pp | 217.08%-184.3pp |
| Employer contribution / active EE | $1,709 | $4,015-57.4% | $3,754-54.5% | $4,299-60.2% |
| Participant deferral / active EE | $2,007 | $5,564-63.9% | $5,116-60.8% | $6,507-69.2% |
| Admin fee / account holder | $918 | $9,860-90.7% | $8,919-89.7% | $12,624-92.7% |