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 7-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 | $5,272 | $56,357-90.6% | $104,294-94.9% | $68,494-92.3% |
| Participation rate | 92.9% | 63.3%+29.6pp | 73.3%+19.6pp | 67.9%+25.0pp |
| Annual return | -13.40% | -9.19%-4.2pp | 24.61%-38.0pp | -7.84%-5.6pp |
| Employer contribution / active EE | $545 | $1,960-72.2% | $3,372-83.8% | $2,596-79.0% |
| Participant deferral / active EE | $1,813 | $3,077-41.1% | $4,625-60.8% | $4,027-55.0% |
| Admin fee / account holder | $314 | $4,903-93.6% | $7,339-95.7% | $5,403-94.2% |