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 4-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 | $4,930 | $80,717-93.9% | $154,803-96.8% | $84,808-94.2% |
| Participation rate | 85.7% | 66.8%+18.9pp | 78.1%+7.6pp | 68.3%+17.4pp |
| Annual return | 20.41% | 37.96%-17.5pp | 58.88%-38.5pp | 40.90%-20.5pp |
| Employer contribution / active EE | $1,040 | $2,761-62.3% | $4,305-75.8% | $2,631-60.5% |
| Participant deferral / active EE | $1,171 | $3,303-64.5% | $5,540-78.9% | $4,212-72.2% |
| Admin fee / account holder | $316 | $6,746-95.3% | $14,329-97.8% | $7,344-95.7% |