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 | $20,187 | $98,240-79.5% | $82,313-75.5% | $147,584-86.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 11.43% | 30.85%-19.4pp | 25.88%-14.5pp | 578.55%-567.1pp |
| Employer contribution / active EE | $555 | $3,192-82.6% | $2,428-77.1% | $4,876-88.6% |
| Participant deferral / active EE | $1,725 | $4,383-60.6% | $3,706-53.4% | $5,439-68.3% |
| Admin fee / account holder | $368 | $8,563-95.7% | $5,608-93.4% | $10,885-96.6% |