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.
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 | $9,256 | $148,534-93.8% | $135,903-93.2% | $139,434-93.4% |
| Participation rate | 81.3% | 83.9%-2.6pp | 81.9%-0.7pp | 80.3%+0.9pp |
| Annual return | 13.43% | 79.19%-65.8pp | 68.23%-54.8pp | 372.94%-359.5pp |
| Employer contribution / active EE | $1,049 | $5,243-80.0% | $4,856-78.4% | $4,751-77.9% |
| Participant deferral / active EE | $1,788 | $8,100-77.9% | $7,758-77.0% | $6,710-73.4% |
| Admin fee / account holder | $3,803 | $12,400-69.3% | $10,762-64.7% | $11,403-66.6% |