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 | $20,820 | $180,449-88.5% | $154,107-86.5% | $135,375-84.6% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -11.38% | 888.09%-899.5pp | 735.12%-746.5pp | 519.73%-531.1pp |
| Employer contribution / active EE | $4,516 | $6,035-25.2% | $5,298-14.7% | $4,779-5.5% |
| Participant deferral / active EE | $3,077 | $5,806-47.0% | $5,081-39.4% | $5,609-45.1% |
| Admin fee / account holder | $606 | $16,143-96.2% | $13,411-95.5% | $10,827-94.4% |