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 | $12,848 | $107,934-88.1% | $91,989-86.0% | $152,861-91.6% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 12.02% | 89.24%-77.2pp | 69.02%-57.0pp | 345.32%-333.3pp |
| Employer contribution / active EE | $2,199 | $4,210-47.8% | $3,452-36.3% | $4,762-53.8% |
| Participant deferral / active EE | $2,235 | $6,364-64.9% | $5,923-62.3% | $5,850-61.8% |
| Admin fee / account holder | $6,164 | $10,520-41.4% | $7,743-20.4% | $11,596-46.8% |