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.)
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 | $14,466 | $138,044-89.5% | $125,339-88.5% | $134,475-89.2% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -22.12% | 750.33%-772.4pp | 572.05%-594.2pp | 417.96%-440.1pp |
| Employer contribution / active EE | $2,106 | $5,243-59.8% | $4,814-56.2% | $4,740-55.6% |
| Participant deferral / active EE | $3,823 | $7,799-51.0% | $7,446-48.7% | $6,400-40.3% |
| Admin fee / account holder | $432 | $11,571-96.3% | $10,010-95.7% | $11,426-96.2% |