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.
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 | $19,287 | $123,793-84.4% | $177,821-89.2% | $79,858-75.8% |
| Participation rate | 81.8% | 84.7%-2.8pp | 87.7%-5.9pp | 69.6%+12.2pp |
| Annual return | 17.21% | 22.82%-5.6pp | 48.32%-31.1pp | 31.71%-14.5pp |
| Employer contribution / active EE | $1,362 | $4,095-66.7% | $5,918-77.0% | $2,471-44.9% |
| Participant deferral / active EE | $1,876 | $5,956-68.5% | $7,714-75.7% | $3,740-49.8% |
| Admin fee / account holder | $2,471 | $7,243-65.9% | $12,427-80.1% | $5,306-53.4% |