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 | $13,619 | $89,355-84.8% | $141,162-90.4% | $72,985-81.3% |
| Participation rate | 80.4% | 75.1%+5.3pp | 82.5%-2.0pp | 69.5%+10.9pp |
| Annual return | 4.43% | 111.85%-107.4pp | 71.39%-67.0pp | 81.00%-76.6pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,395 | $5,418-18.9% | $6,709-34.5% | $3,607+21.8% |
| Admin fee / account holder | $430 | $5,958-92.8% | $10,261-95.8% | $5,124-91.6% |