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 | $22,874 | $180,449-87.3% | $154,107-85.2% | $135,375-83.1% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -7.44% | 888.09%-895.5pp | 735.12%-742.6pp | 519.73%-527.2pp |
| Employer contribution / active EE | $1,691 | $6,035-72.0% | $5,298-68.1% | $4,779-64.6% |
| Participant deferral / active EE | $2,725 | $5,806-53.1% | $5,081-46.4% | $5,609-51.4% |
| Admin fee / account holder | $6,167 | $16,143-61.8% | $13,411-54.0% | $10,827-43.0% |