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 | $11,195 | $138,065-91.9% | $123,544-90.9% | $135,375-91.7% |
| Participation rate | 92.9% | 84.7%+8.1pp | 82.3%+10.6pp | 82.6%+10.2pp |
| Annual return | -10.98% | 153.68%-164.7pp | 119.20%-130.2pp | 519.73%-530.7pp |
| Employer contribution / active EE | $999 | $5,151-80.6% | $4,628-78.4% | $4,779-79.1% |
| Participant deferral / active EE | $2,941 | $6,799-56.7% | $6,426-54.2% | $5,609-47.6% |
| Admin fee / account holder | $569 | $10,916-94.8% | $9,284-93.9% | $10,827-94.7% |