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 | $20,176 | $135,952-85.2% | $123,892-83.7% | $273,961-92.6% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 11.95% | 56.63%-44.7pp | 47.52%-35.6pp | 41.45%-29.5pp |
| Employer contribution / active EE | $2,311 | $5,170-55.3% | $4,617-49.9% | $4,869-52.5% |
| Participant deferral / active EE | $6,151 | $6,343-3.0% | $5,984+2.8% | $5,287+16.3% |
| Admin fee / account holder | $1,438 | $9,817-85.4% | $8,357-82.8% | $10,132-85.8% |