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 | $119,297 | $171,008-30.2% | $163,428-27.0% | $287,075-58.4% |
| Participation rate | 100.0% | 20.4%+79.6pp | 16.1%+83.9pp | 55.8%+44.2pp |
| Annual return | 6.54% | 9.19%-2.7pp | 9.36%-2.8pp | 24.42%-17.9pp |
| Employer contribution / active EE | $3,187 | $35,866-91.1% | $31,270-89.8% | $41,338-92.3% |
| Participant deferral / active EE | $0 | $149-100.0% | $263-100.0% | $55-100.0% |
| Admin fee / account holder | $7,776 | $10,697-27.3% | $9,460-17.8% | $22,079-64.8% |