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.
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 | $5,388 | $55,453-90.3% | $170,442-96.8% | $62,292-91.4% |
| Participation rate | 78.7% | 66.4%+12.3pp | 83.6%-4.9pp | 69.5%+9.2pp |
| Annual return | 33.23% | 21.38%+11.9pp | 205.93%-172.7pp | 28.90%+4.3pp |
| Employer contribution / active EE | $260 | $2,164-88.0% | $5,433-95.2% | $2,042-87.3% |
| Participant deferral / active EE | $1,819 | $2,303-21.0% | $4,939-63.2% | $3,169-42.6% |
| Admin fee / account holder | $651 | $455+43.1% | $13,880-95.3% | $479+35.9% |