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 | $16,347 | $92,222-82.3% | $76,768-78.7% | $135,375-87.9% |
| Participation rate | 72.2% | 79.8%-7.5pp | 77.0%-4.7pp | 82.6%-10.4pp |
| Annual return | -6.32% | 5.46%-11.8pp | 2.43%-8.8pp | 519.73%-526.1pp |
| Employer contribution / active EE | $1,398 | $3,216-56.5% | $2,485-43.8% | $4,779-70.7% |
| Participant deferral / active EE | $3,666 | $4,509-18.7% | $3,852-4.8% | $5,609-34.6% |
| Admin fee / account holder | $70,876 | $10,748+559.4% | $6,675+961.8% | $10,827+554.6% |