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 3-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 | $5,899 | $163,101-96.4% | $136,749-95.7% | $142,382-95.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 28.93% | 27.54%+1.4pp | 24.33%+4.6pp | 217.08%-188.1pp |
| Employer contribution / active EE | $2,223 | $4,117-46.0% | $3,400-34.6% | $4,299-48.3% |
| Participant deferral / active EE | $940 | $5,585-83.2% | $4,692-80.0% | $6,507-85.6% |
| Admin fee / account holder | $2,112 | $14,318-85.2% | $11,386-81.5% | $12,624-83.3% |