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 10-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 | $18,559 | $165,912-88.8% | $122,332-84.8% | $147,584-87.4% |
| Participation rate | 78.6% | 79.6%-1.0pp | 71.6%+6.9pp | 82.8%-4.3pp |
| Annual return | 12.01% | 34.55%-22.5pp | 30.27%-18.3pp | 578.55%-566.5pp |
| Employer contribution / active EE | $1,270 | $5,754-77.9% | $4,050-68.6% | $4,876-74.0% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,448 | $7,424-80.5% | $5,478-73.6% | $10,885-86.7% |