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 | $10,639 | $64,119-83.4% | $112,228-90.5% | $66,914-84.1% |
| Participation rate | 96.7% | 68.5%+28.3pp | 75.1%+21.7pp | 69.8%+26.9pp |
| Annual return | -17.80% | -13.81%-4.0pp | 27.45%-45.3pp | 1.58%-19.4pp |
| Employer contribution / active EE | $2,358 | $3,005-21.5% | $3,635-35.1% | $2,544-7.3% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $1,234 | $625+97.3% | $6,410-80.8% | $593+108.0% |