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 6-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 | $10,171 | $54,229-81.2% | $70,092-85.5% | $68,494-85.2% |
| Participation rate | 93.3% | 64.5%+28.8pp | 70.5%+22.9pp | 67.9%+25.4pp |
| Annual return | -4.11% | -13.87%+9.8pp | 190.73%-194.8pp | -7.84%+3.7pp |
| Employer contribution / active EE | $3,481 | $2,018+72.5% | $2,559+36.0% | $2,596+34.1% |
| Participant deferral / active EE | $5,740 | $2,956+94.2% | $3,849+49.1% | $4,027+42.5% |
| Admin fee / account holder | $1,292 | $4,694-72.5% | $6,267-79.4% | $5,403-76.1% |