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.)
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 | $14,244 | $105,860-86.5% | $90,749-84.3% | $134,475-89.4% |
| Participation rate | 81.8% | 78.2%+3.6pp | 75.7%+6.1pp | 81.2%+0.6pp |
| Annual return | -21.41% | -11.01%-10.4pp | -12.16%-9.2pp | 417.96%-439.4pp |
| Employer contribution / active EE | $1,507 | $3,462-56.5% | $2,921-48.4% | $4,740-68.2% |
| Participant deferral / active EE | $4,107 | $5,216-21.3% | $4,564-10.0% | $6,400-35.8% |
| Admin fee / account holder | $1,574 | $13,938-88.7% | $8,445-81.4% | $11,426-86.2% |