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.)
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 | $12,249 | $167,307-92.7% | $143,757-91.5% | $134,475-90.9% |
| Participation rate | 95.8% | 84.8%+11.0pp | 80.3%+15.5pp | 81.2%+14.6pp |
| Annual return | -14.13% | 0.46%-14.6pp | -0.04%-14.1pp | 417.96%-432.1pp |
| Employer contribution / active EE | $2,292 | $5,619-59.2% | $4,951-53.7% | $4,740-51.6% |
| Participant deferral / active EE | $2,818 | $6,446-56.3% | $5,637-50.0% | $6,400-56.0% |
| Admin fee / account holder | $2,410 | $18,088-86.7% | $14,673-83.6% | $11,426-78.9% |