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 9-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 | $19,249 | $176,056-89.1% | $159,436-87.9% | $167,490-88.5% |
| Participation rate | 88.9% | 84.9%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 6.32% | 331.75%-325.4pp | 263.57%-257.3pp | 478.56%-472.2pp |
| Employer contribution / active EE | $2,702 | $5,297-49.0% | $4,829-44.1% | $4,837-44.2% |
| Participant deferral / active EE | $3,127 | $7,750-59.6% | $7,352-57.5% | $6,341-50.7% |
| Admin fee / account holder | $379 | $12,554-97.0% | $10,799-96.5% | $12,309-96.9% |