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 | $14,737 | $144,119-89.8% | $117,854-87.5% | $147,584-90.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 8.41% | 531.15%-522.7pp | 335.08%-326.7pp | 578.55%-570.1pp |
| Employer contribution / active EE | $1,873 | $4,896-61.7% | $3,786-50.5% | $4,876-61.6% |
| Participant deferral / active EE | $2,306 | $5,316-56.6% | $4,482-48.5% | $5,439-57.6% |
| Admin fee / account holder | $12,145 | $10,886+11.6% | $8,020+51.4% | $10,885+11.6% |