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 | $18,345 | $101,724-82.0% | $164,813-88.9% | $80,856-77.3% |
| Participation rate | 98.7% | 71.8%+26.9pp | 78.6%+20.1pp | 67.6%+31.1pp |
| Annual return | 14.38% | 16.72%-2.3pp | 69.93%-55.5pp | 35.59%-21.2pp |
| Employer contribution / active EE | $2,158 | $2,953-26.9% | $4,341-50.3% | $2,755-21.7% |
| Participant deferral / active EE | $1,768 | $4,477-60.5% | $6,031-70.7% | $4,296-58.8% |
| Admin fee / account holder | $1,758 | $8,227-78.6% | $12,690-86.1% | $6,918-74.6% |