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 6-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 | $4,991 | $93,024-94.6% | $77,024-93.5% | $134,475-96.3% |
| Participation rate | 71.4% | 74.5%-3.1pp | 67.9%+3.5pp | 81.2%-9.8pp |
| Annual return | -17.01% | 62.60%-79.6pp | 42.32%-59.3pp | 417.96%-435.0pp |
| Employer contribution / active EE | $1,110 | $3,418-67.5% | $2,812-60.5% | $4,740-76.6% |
| Participant deferral / active EE | $1,332 | $5,238-74.6% | $4,426-69.9% | $6,400-79.2% |
| Admin fee / account holder | $1,627 | $6,944-76.6% | $5,425-70.0% | $11,426-85.8% |