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 | $5,481 | $117,983-95.4% | $101,794-94.6% | $142,382-96.2% |
| Participation rate | 82.4% | 74.2%+8.1pp | 69.2%+13.2pp | 80.1%+2.2pp |
| Annual return | 20.80% | 36.92%-16.1pp | 30.53%-9.7pp | 217.08%-196.3pp |
| Employer contribution / active EE | $1,465 | $2,773-47.2% | $2,289-36.0% | $4,299-65.9% |
| Participant deferral / active EE | $2,142 | $4,714-54.5% | $4,084-47.5% | $6,507-67.1% |
| Admin fee / account holder | $718 | $10,433-93.1% | $8,777-91.8% | $12,624-94.3% |