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 7-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 | $14,198 | $59,107-76.0% | $86,436-83.6% | $68,494-79.3% |
| Participation rate | 88.5% | 75.2%+13.2pp | 80.3%+8.1pp | 67.9%+20.6pp |
| Annual return | -16.70% | -0.23%-16.5pp | 4394.89%-4411.6pp | -7.84%-8.9pp |
| Employer contribution / active EE | $2,055 | $2,519-18.4% | $3,769-45.5% | $2,596-20.9% |
| Participant deferral / active EE | $3,174 | $5,901-46.2% | $6,952-54.3% | $4,027-21.2% |
| Admin fee / account holder | $3,171 | $5,637-43.7% | $6,731-52.9% | $5,403-41.3% |