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 | $2,629 | $60,022-95.6% | $88,946-97.0% | $84,808-96.9% |
| Participation rate | 80.6% | 57.8%+22.8pp | 68.8%+11.8pp | 68.3%+12.3pp |
| Annual return | 20.28% | 22.43%-2.2pp | 57.82%-37.5pp | 40.90%-20.6pp |
| Employer contribution / active EE | $917 | $1,703-46.1% | $2,555-64.1% | $2,631-65.1% |
| Participant deferral / active EE | $929 | $3,114-70.2% | $4,581-79.7% | $4,212-77.9% |
| Admin fee / account holder | $530 | $4,811-89.0% | $8,261-93.6% | $7,344-92.8% |