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 10-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 | $33,901 | $197,591-82.8% | $177,821-80.9% | $158,922-78.7% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 56.44% | 58.76%-2.3pp | 48.32%+8.1pp | 302.83%-246.4pp |
| Employer contribution / active EE | $1,806 | $6,697-73.0% | $5,918-69.5% | $4,761-62.1% |
| Participant deferral / active EE | $5,280 | $8,405-37.2% | $7,714-31.6% | $5,982-11.7% |
| Admin fee / account holder | $2,357 | $15,399-84.7% | $12,427-81.0% | $11,246-79.0% |