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 | $10,659 | $168,632-93.7% | $147,614-92.8% | $125,391-91.5% |
| Participation rate | 88.2% | 88.8%-0.5pp | 84.6%+3.6pp | 83.2%+5.0pp |
| Annual return | -2.83% | 77.65%-80.5pp | 61.98%-64.8pp | 282.22%-285.1pp |
| Employer contribution / active EE | $1,258 | $6,252-79.9% | $5,564-77.4% | $4,866-74.1% |
| Participant deferral / active EE | $2,250 | $5,507-59.1% | $4,895-54.0% | $5,352-57.9% |
| Admin fee / account holder | $680 | $13,580-95.0% | $11,611-94.1% | $9,540-92.9% |