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 | $5,776 | $95,862-94.0% | $79,550-92.7% | $134,475-95.7% |
| Participation rate | 70.0% | 75.0%-5.0pp | 69.5%+0.5pp | 81.2%-11.2pp |
| Annual return | -20.48% | -2.69%-17.8pp | 0.16%-20.6pp | 417.96%-438.4pp |
| Employer contribution / active EE | $1,021 | $3,128-67.4% | $2,413-57.7% | $4,740-78.5% |
| Participant deferral / active EE | $1,940 | $4,693-58.7% | $3,985-51.3% | $6,400-69.7% |
| Admin fee / account holder | $658 | $9,126-92.8% | $6,832-90.4% | $11,426-94.2% |