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 | $11,822 | $78,694-85.0% | $67,652-82.5% | $125,391-90.6% |
| Participation rate | 80.0% | 78.8%+1.2pp | 75.7%+4.3pp | 83.2%-3.2pp |
| Annual return | -2.30% | 9.46%-11.8pp | 6625.04%-6627.3pp | 282.22%-284.5pp |
| Employer contribution / active EE | $1,047 | $3,044-65.6% | $2,266-53.8% | $4,866-78.5% |
| Participant deferral / active EE | $2,141 | $4,292-50.1% | $3,560-39.9% | $5,352-60.0% |
| Admin fee / account holder | $3,353 | $7,403-54.7% | $4,821-30.4% | $9,540-64.9% |