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 4-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 | $2,116 | $109,817-98.1% | $98,442-97.9% | $167,490-98.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | -103.43% | 1956.69%-2060.1pp | 1492.73%-1596.2pp | 478.56%-582.0pp |
| Employer contribution / active EE | $849 | $3,224-73.7% | $2,960-71.3% | $4,837-82.5% |
| Participant deferral / active EE | $1,273 | $4,673-72.8% | $4,276-70.2% | $6,341-79.9% |
| Admin fee / account holder | $320 | $6,753-95.3% | $5,949-94.6% | $12,309-97.4% |