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 5-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 | $10,020 | $183,519-94.5% | $155,509-93.6% | $145,922-93.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.76% | 61.17%-54.4pp | 64.67%-57.9pp | 561.29%-554.5pp |
| Employer contribution / active EE | $1,637 | $5,313-69.2% | $4,672-65.0% | $4,660-64.9% |
| Participant deferral / active EE | $2,144 | $6,462-66.8% | $5,626-61.9% | $6,688-67.9% |
| Admin fee / account holder | $8,520 | $19,313-55.9% | $15,912-46.5% | $13,397-36.4% |