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 4-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.
Participant 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 | $11,782 | $75,828-84.5% | $147,614-92.0% | $59,632-80.2% |
| Participation rate | 92.3% | 71.6%+20.7pp | 84.6%+7.7pp | 68.7%+23.6pp |
| Annual return | -1.26% | 0.37%-1.6pp | 61.98%-63.2pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $3,050 | $3,485-12.5% | $5,564-45.2% | $2,203+38.5% |
| Participant deferral / active EE | $305 | $3,130-90.2% | $4,895-93.8% | $3,192-90.4% |
| Admin fee / account holder | $1,263 | $5,985-78.9% | $11,611-89.1% | $4,297-70.6% |