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 8-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 | $9,481 | $76,367-87.6% | $93,606-89.9% | $72,985-87.0% |
| Participation rate | 86.0% | 71.7%+14.3pp | 75.8%+10.2pp | 69.5%+16.5pp |
| Annual return | 17.02% | 25.82%-8.8pp | 32.76%-15.7pp | 81.00%-64.0pp |
| Employer contribution / active EE | $743 | $2,275-67.4% | $2,718-72.7% | $2,440-69.6% |
| Participant deferral / active EE | $986 | $3,538-72.1% | $4,069-75.8% | $3,607-72.7% |
| Admin fee / account holder | $848 | $6,838-87.6% | $7,888-89.2% | $5,124-83.4% |