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 9-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 | $14,197 | $138,065-89.7% | $123,544-88.5% | $135,375-89.5% |
| Participation rate | 76.9% | 84.7%-7.8pp | 82.3%-5.4pp | 82.6%-5.7pp |
| Annual return | -19.88% | 153.68%-173.6pp | 119.20%-139.1pp | 519.73%-539.6pp |
| Employer contribution / active EE | $3,811 | $5,151-26.0% | $4,628-17.7% | $4,779-20.3% |
| Participant deferral / active EE | $5,876 | $6,799-13.6% | $6,426-8.6% | $5,609+4.8% |
| Admin fee / account holder | $510 | $10,916-95.3% | $9,284-94.5% | $10,827-95.3% |