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 | $8,936 | $209,832-95.7% | $189,513-95.3% | $167,490-94.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 7.20% | 748.27%-741.1pp | 555.15%-547.9pp | 478.56%-471.4pp |
| Employer contribution / active EE | $7,091 | $6,914+2.6% | $6,162+15.1% | $4,837+46.6% |
| Participant deferral / active EE | $4,173 | $8,935-53.3% | $8,221-49.2% | $6,341-34.2% |
| Admin fee / account holder | $2,454 | $14,293-82.8% | $12,045-79.6% | $12,309-80.1% |