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 | $17,816 | $209,411-91.5% | $178,490-90.0% | $158,922-88.8% |
| Participation rate | 92.9% | 86.3%+6.5pp | 81.9%+10.9pp | 82.0%+10.9pp |
| Annual return | 15.91% | 188.75%-172.8pp | 151.07%-135.2pp | 302.83%-286.9pp |
| Employer contribution / active EE | $1,251 | $5,706-78.1% | $5,011-75.0% | $4,761-73.7% |
| Participant deferral / active EE | $3,280 | $5,954-44.9% | $5,202-36.9% | $5,982-45.2% |
| Admin fee / account holder | $1,072 | $17,074-93.7% | $13,984-92.3% | $11,246-90.5% |