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 | $7,566 | $183,963-95.9% | $162,163-95.3% | $152,861-95.1% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.4%-7.4pp |
| Annual return | 30.33% | 150.76%-120.4pp | 115.59%-85.3pp | 345.32%-315.0pp |
| Employer contribution / active EE | $790 | $6,371-87.6% | $5,614-85.9% | $4,762-83.4% |
| Participant deferral / active EE | $2,940 | $8,034-63.4% | $7,298-59.7% | $5,850-49.7% |
| Admin fee / account holder | $799 | $13,121-93.9% | $10,843-92.6% | $11,596-93.1% |