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 | $12,041 | $78,694-84.7% | $67,652-82.2% | $125,391-90.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -2.09% | 9.46%-11.5pp | 6625.04%-6627.1pp | 282.22%-284.3pp |
| Employer contribution / active EE | $1,297 | $3,044-57.4% | $2,266-42.7% | $4,866-73.3% |
| Participant deferral / active EE | $1,847 | $4,292-57.0% | $3,560-48.1% | $5,352-65.5% |
| Admin fee / account holder | $1,488 | $7,403-79.9% | $4,821-69.1% | $9,540-84.4% |