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 | $1,972 | $209,411-99.1% | $178,490-98.9% | $158,922-98.8% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | -12.76% | 188.75%-201.5pp | 151.07%-163.8pp | 302.83%-315.6pp |
| Employer contribution / active EE | $1,636 | $5,706-71.3% | $5,011-67.4% | $4,761-65.6% |
| Participant deferral / active EE | $6,786 | $5,954+14.0% | $5,202+30.5% | $5,982+13.4% |
| Admin fee / account holder | $130,594 | $17,074+664.9% | $13,984+833.9% | $11,246+1061.3% |