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 | $30,273 | $95,803-68.4% | $113,168-73.2% | $84,808-64.3% |
| Participation rate | 93.0% | 72.9%+20.2pp | 76.6%+16.5pp | 68.3%+24.7pp |
| Annual return | 16.08% | 25.00%-8.9pp | 24.27%-8.2pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,244 | $2,360-47.3% | $2,975-58.2% | $2,631-52.7% |
| Participant deferral / active EE | $1,497 | $4,242-64.7% | $5,107-70.7% | $4,212-64.5% |
| Admin fee / account holder | $2,166 | $8,989-75.9% | $12,068-82.0% | $7,344-70.5% |