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 9-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 | $7,329 | $48,570-84.9% | $130,648-94.4% | $72,985-90.0% |
| Participation rate | 87.0% | 58.6%+28.4pp | 71.7%+15.2pp | 69.5%+17.5pp |
| Annual return | 32.76% | 38.63%-5.9pp | 1708.96%-1676.2pp | 81.00%-48.2pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,507 | $2,384+5.2% | $3,603-30.4% | $3,607-30.5% |
| Admin fee / account holder | $436 | $3,549-87.7% | $5,464-92.0% | $5,124-91.5% |