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 7-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 | $18,866 | $110,094-82.9% | $151,611-87.6% | $68,494-72.5% |
| Participation rate | 92.9% | 84.0%+8.9pp | 87.5%+5.4pp | 67.9%+25.0pp |
| Annual return | -21.95% | -10.12%-11.8pp | 3.33%-25.3pp | -7.84%-14.1pp |
| Employer contribution / active EE | $4,847 | $4,471+8.4% | $6,166-21.4% | $2,596+86.7% |
| Participant deferral / active EE | $8,561 | $6,527+31.2% | $8,363+2.4% | $4,027+112.6% |
| Admin fee / account holder | $3,522 | $7,719-54.4% | $11,616-69.7% | $5,403-34.8% |