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 | $17,117 | $69,977-75.5% | $108,579-84.2% | $62,891-72.8% |
| Participation rate | 97.4% | 72.9%+24.5pp | 79.6%+17.8pp | 69.3%+28.1pp |
| Annual return | 5.12% | 10.73%-5.6pp | -51.70%+56.8pp | 20.14%-15.0pp |
| Employer contribution / active EE | $1,414 | $2,135-33.8% | $3,758-62.4% | $2,281-38.0% |
| Participant deferral / active EE | $1,363 | $3,165-56.9% | $4,311-68.4% | $3,203-57.4% |
| Admin fee / account holder | $1,605 | $5,076-68.4% | $7,645-79.0% | $4,296-62.6% |