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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $5,657 | $214,378-97.4% | $200,582-97.2% | $142,382-96.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 8.69% | 46.41%-37.7pp | 42.33%-33.6pp | 217.08%-208.4pp |
| Employer contribution / active EE | $3,216 | $6,841-53.0% | $6,419-49.9% | $4,299-25.2% |
| Participant deferral / active EE | $9,771 | $9,865-1.0% | $9,331+4.7% | $6,507+50.2% |
| Admin fee / account holder | $510,685 | $17,692+2786.5% | $16,305+3032.2% | $12,624+3945.4% |