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 5-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 | $23,094 | $109,881-79.0% | $150,045-84.6% | $84,808-72.8% |
| Participation rate | 97.0% | 76.1%+20.9pp | 82.3%+14.6pp | 68.3%+28.7pp |
| Annual return | 16.02% | 28.25%-12.2pp | 62.55%-46.5pp | 40.90%-24.9pp |
| Employer contribution / active EE | $2,404 | $3,561-32.5% | $4,693-48.8% | $2,631-8.6% |
| Participant deferral / active EE | $4,893 | $6,636-26.3% | $7,997-38.8% | $4,212+16.2% |
| Admin fee / account holder | $5,254 | $8,568-38.7% | $13,435-60.9% | $7,344-28.5% |