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 9-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $10,709 | $118,849-91.0% | $96,562-88.9% | $167,490-93.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 14.45% | 50.49%-36.0pp | 37.78%-23.3pp | 478.56%-464.1pp |
| Employer contribution / active EE | $469 | $3,120-85.0% | $2,356-80.1% | $4,837-90.3% |
| Participant deferral / active EE | $2,063 | $4,616-55.3% | $3,849-46.4% | $6,341-67.5% |
| Admin fee / account holder | $448 | $8,065-94.4% | $6,181-92.8% | $12,309-96.4% |