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 | $21,352 | $98,750-78.4% | $149,696-85.7% | $79,858-73.3% |
| Participation rate | 93.5% | 75.8%+17.8pp | 82.5%+11.1pp | 69.6%+23.9pp |
| Annual return | 10.51% | 27.43%-16.9pp | 276.60%-266.1pp | 31.71%-21.2pp |
| Employer contribution / active EE | $3,339 | $3,216+3.8% | $4,644-28.1% | $2,471+35.1% |
| Participant deferral / active EE | $2,479 | $5,680-56.4% | $6,842-63.8% | $3,740-33.7% |
| Admin fee / account holder | $2,200 | $6,053-63.7% | $9,309-76.4% | $5,306-58.5% |