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 3-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 | $16,136 | $197,825-91.8% | $155,790-89.6% | $125,391-87.1% |
| Participation rate | 95.5% | 82.1%+13.4pp | 76.1%+19.4pp | 83.2%+12.3pp |
| Annual return | 0.00% | 86.74%-86.7pp | 71.54%-71.5pp | 282.22%-282.2pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $3,836-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,884 | $5,630-66.5% | $4,797-60.7% | $5,352-64.8% |
| Admin fee / account holder | $2,081 | $9,545-78.2% | $7,478-72.2% | $9,540-78.2% |