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.)
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 | $15,299 | $82,664-81.5% | $125,339-87.8% | $68,494-77.7% |
| Participation rate | 92.6% | 75.0%+17.6pp | 82.4%+10.2pp | 67.9%+24.7pp |
| Annual return | -7.90% | -5.97%-1.9pp | 572.05%-579.9pp | -7.84%-0.1pp |
| Employer contribution / active EE | $3,885 | $3,381+14.9% | $4,814-19.3% | $2,596+49.6% |
| Participant deferral / active EE | $6,539 | $6,110+7.0% | $7,446-12.2% | $4,027+62.4% |
| Admin fee / account holder | $1,262 | $6,275-79.9% | $10,010-87.4% | $5,403-76.6% |