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 | $5,789 | $168,632-96.6% | $147,614-96.1% | $125,391-95.4% |
| Participation rate | 71.4% | 88.8%-17.3pp | 84.6%-13.2pp | 83.2%-11.8pp |
| Annual return | 2.35% | 77.65%-75.3pp | 61.98%-59.6pp | 282.22%-279.9pp |
| Employer contribution / active EE | $1,215 | $6,252-80.6% | $5,564-78.2% | $4,866-75.0% |
| Participant deferral / active EE | $4,282 | $5,507-22.2% | $4,895-12.5% | $5,352-20.0% |
| Admin fee / account holder | $32,422 | $13,580+138.8% | $11,611+179.2% | $9,540+239.8% |