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 9-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 | $1,752 | $104,106-98.3% | $71,086-97.5% | $135,375-98.7% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -41.26% | 1256.30%-1297.6pp | 650.59%-691.8pp | 519.73%-561.0pp |
| Employer contribution / active EE | $457 | $1,485-69.2% | $1,088-58.0% | $4,779-90.4% |
| Participant deferral / active EE | $550 | $2,527-78.3% | $1,874-70.7% | $5,609-90.2% |
| Admin fee / account holder | $915 | $4,142-77.9% | $3,082-70.3% | $10,827-91.5% |