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 5-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 | $6,682 | $92,703-92.8% | $82,719-91.9% | $134,475-95.0% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -25.37% | 944.92%-970.3pp | 701.18%-726.6pp | 417.96%-443.3pp |
| Employer contribution / active EE | $2,303 | $3,274-29.7% | $3,009-23.5% | $4,740-51.4% |
| Participant deferral / active EE | $2,694 | $4,802-43.9% | $4,395-38.7% | $6,400-57.9% |
| Admin fee / account holder | $506 | $5,983-91.5% | $5,329-90.5% | $11,426-95.6% |