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 | $26,703 | $202,318-86.8% | $172,739-84.5% | $152,861-82.5% |
| Participation rate | 95.0% | 87.1%+7.9pp | 82.6%+12.4pp | 82.4%+12.6pp |
| Annual return | 19.30% | 1029.65%-1010.4pp | 802.84%-783.5pp | 345.32%-326.0pp |
| Employer contribution / active EE | $1,830 | $5,856-68.7% | $5,143-64.4% | $4,762-61.6% |
| Participant deferral / active EE | $1,965 | $5,948-67.0% | $5,198-62.2% | $5,850-66.4% |
| Admin fee / account holder | $1,950 | $17,109-88.6% | $13,954-86.0% | $11,596-83.2% |