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 7-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 | $13,027 | $103,966-87.5% | $112,887-88.5% | $75,163-82.7% |
| Participation rate | 84.6% | 75.7%+8.9pp | 80.5%+4.1pp | 67.2%+17.4pp |
| Annual return | 18.25% | 24.54%-6.3pp | 34.10%-15.9pp | 160.62%-142.4pp |
| Employer contribution / active EE | $1,142 | $3,870-70.5% | $4,563-75.0% | $2,670-57.2% |
| Participant deferral / active EE | $1,665 | $5,456-69.5% | $6,513-74.4% | $4,125-59.6% |
| Admin fee / account holder | $1,104 | $7,663-85.6% | $7,047-84.3% | $5,651-80.5% |