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 4-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 | $6,298 | $159,602-96.1% | $150,045-95.8% | $142,382-95.6% |
| Participation rate | 72.7% | 84.0%-11.2pp | 82.3%-9.6pp | 80.1%-7.4pp |
| Annual return | 13.63% | 70.24%-56.6pp | 62.55%-48.9pp | 217.08%-203.4pp |
| Employer contribution / active EE | $48 | $4,961-99.0% | $4,693-99.0% | $4,299-98.9% |
| Participant deferral / active EE | $2,548 | $8,310-69.3% | $7,997-68.1% | $6,507-60.8% |
| Admin fee / account holder | $1,277 | $14,846-91.4% | $13,435-90.5% | $12,624-89.9% |