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 5-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 | $29,781 | $138,347-78.5% | $184,203-83.8% | $80,856-63.2% |
| Participation rate | 92.0% | 83.9%+8.1pp | 86.8%+5.2pp | 67.6%+24.4pp |
| Annual return | 11.95% | 20.02%-8.1pp | 28.81%-16.9pp | 35.59%-23.6pp |
| Employer contribution / active EE | $2,828 | $4,850-41.7% | $6,427-56.0% | $2,755+2.7% |
| Participant deferral / active EE | $2,825 | $7,071-60.0% | $9,131-69.1% | $4,296-34.2% |
| Admin fee / account holder | $18,595 | $10,483+77.4% | $13,901+33.8% | $6,918+168.8% |