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 8-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 | $8,955 | $59,805-85.0% | $79,550-88.7% | $68,494-86.9% |
| Participation rate | 86.1% | 61.1%+25.0pp | 69.5%+16.6pp | 67.9%+18.2pp |
| Annual return | -18.64% | -12.30%-6.3pp | 0.16%-18.8pp | -7.84%-10.8pp |
| Employer contribution / active EE | $888 | $1,505-41.0% | $2,413-63.2% | $2,596-65.8% |
| Participant deferral / active EE | $1,922 | $3,024-36.4% | $3,985-51.8% | $4,027-52.3% |
| Admin fee / account holder | $518 | $4,835-89.3% | $6,832-92.4% | $5,403-90.4% |