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 10-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 | $10,239 | $49,177-79.2% | $79,464-87.1% | $64,186-84.0% |
| Participation rate | 89.1% | 65.0%+24.0pp | 73.3%+15.7pp | 69.6%+19.5pp |
| Annual return | -7.08% | -1.16%-5.9pp | 718.14%-725.2pp | 7.63%-14.7pp |
| Employer contribution / active EE | $695 | $2,076-66.5% | $2,800-75.2% | $2,381-70.8% |
| Participant deferral / active EE | $926 | $2,821-67.2% | $3,704-75.0% | $3,470-73.3% |
| Admin fee / account holder | $2,823 | $3,839-26.5% | $5,113-44.8% | $4,888-42.3% |