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 5-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 | $4,168 | $133,958-96.9% | $112,228-96.3% | $134,475-96.9% |
| Participation rate | 71.4% | 78.6%-7.1pp | 75.1%-3.6pp | 81.2%-9.8pp |
| Annual return | -25.24% | 47.11%-72.3pp | 27.45%-52.7pp | 417.96%-443.2pp |
| Employer contribution / active EE | $1,922 | $4,038-52.4% | $3,635-47.1% | $4,740-59.4% |
| Participant deferral / active EE | $1,823 | $5,291-65.6% | $4,728-61.5% | $6,400-71.5% |
| Admin fee / account holder | $469 | $7,489-93.7% | $6,410-92.7% | $11,426-95.9% |