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 | $8,415 | $59,107-85.8% | $86,436-90.3% | $68,494-87.7% |
| Participation rate | 86.4% | 75.2%+11.2pp | 80.3%+6.1pp | 67.9%+18.6pp |
| Annual return | -11.26% | -0.23%-11.0pp | 4394.89%-4406.2pp | -7.84%-3.4pp |
| Employer contribution / active EE | $1,347 | $2,519-46.5% | $3,769-64.3% | $2,596-48.1% |
| Participant deferral / active EE | $4,739 | $5,901-19.7% | $6,952-31.8% | $4,027+17.7% |
| Admin fee / account holder | $683 | $5,637-87.9% | $6,731-89.9% | $5,403-87.4% |