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 | $16,024 | $142,344-88.7% | $119,609-86.6% | $134,475-88.1% |
| Participation rate | 92.3% | 82.8%+9.5pp | 79.3%+13.0pp | 81.2%+11.1pp |
| Annual return | -16.15% | -12.44%-3.7pp | -14.97%-1.2pp | 417.96%-434.1pp |
| Employer contribution / active EE | $1,039 | $5,222-80.1% | $4,232-75.5% | $4,740-78.1% |
| Participant deferral / active EE | $5,201 | $6,469-19.6% | $5,602-7.2% | $6,400-18.7% |
| Admin fee / account holder | $5,111 | $13,584-62.4% | $10,323-50.5% | $11,426-55.3% |