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 7-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 | $2,868 | $159,602-98.2% | $150,045-98.1% | $142,382-98.0% |
| Participation rate | 94.7% | 84.0%+10.8pp | 82.3%+12.4pp | 80.1%+14.6pp |
| Annual return | 54.75% | 70.24%-15.5pp | 62.55%-7.8pp | 217.08%-162.3pp |
| Employer contribution / active EE | $1,424 | $4,961-71.3% | $4,693-69.6% | $4,299-66.9% |
| Participant deferral / active EE | $1,770 | $8,310-78.7% | $7,997-77.9% | $6,507-72.8% |
| Admin fee / account holder | $341 | $14,846-97.7% | $13,435-97.5% | $12,624-97.3% |