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.)
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 | $17,547 | $82,664-78.8% | $125,339-86.0% | $68,494-74.4% |
| Participation rate | 96.8% | 75.0%+21.7pp | 82.4%+14.4pp | 67.9%+28.9pp |
| Annual return | -12.35% | -5.97%-6.4pp | 572.05%-584.4pp | -7.84%-4.5pp |
| Employer contribution / active EE | $2,683 | $3,381-20.7% | $4,814-44.3% | $2,596+3.3% |
| Participant deferral / active EE | $5,742 | $6,110-6.0% | $7,446-22.9% | $4,027+42.6% |
| Admin fee / account holder | $3,708 | $6,275-40.9% | $10,010-63.0% | $5,403-31.4% |