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 | $8,304 | $138,044-94.0% | $125,339-93.4% | $134,475-93.8% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -23.53% | 750.33%-773.9pp | 572.05%-595.6pp | 417.96%-441.5pp |
| Employer contribution / active EE | $1,036 | $5,243-80.2% | $4,814-78.5% | $4,740-78.1% |
| Participant deferral / active EE | $2,951 | $7,799-62.2% | $7,446-60.4% | $6,400-53.9% |
| Admin fee / account holder | $433 | $11,571-96.3% | $10,010-95.7% | $11,426-96.2% |