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 | $978 | $214,378-99.5% | $200,582-99.5% | $142,382-99.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 4.86% | 46.41%-41.5pp | 42.33%-37.5pp | 217.08%-212.2pp |
| Employer contribution / active EE | $29,107 | $6,841+325.5% | $6,419+353.5% | $4,299+577.0% |
| Participant deferral / active EE | $21,067 | $9,865+113.6% | $9,331+125.8% | $6,507+223.7% |
| Admin fee / account holder | $960,364 | $17,692+5328.2% | $16,305+5790.1% | $12,624+7507.6% |