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 9-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 | $13,822 | $77,145-82.1% | $108,410-87.3% | $85,850-83.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 9.11% | 44.54%-35.4pp | 905.27%-896.2pp | 318.53%-309.4pp |
| Employer contribution / active EE | $613 | $2,379-74.2% | $3,558-82.8% | $2,565-76.1% |
| Participant deferral / active EE | $2,746 | $5,566-50.7% | $6,563-58.2% | $3,952-30.5% |
| Admin fee / account holder | $8,336 | $5,172+61.2% | $7,295+14.3% | $6,260+33.2% |