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.
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 | $10,857 | $71,883-84.9% | $86,677-87.5% | $68,494-84.1% |
| Participation rate | 97.8% | 72.2%+25.6pp | 76.6%+21.3pp | 67.9%+29.9pp |
| Annual return | -16.95% | 3.52%-20.5pp | 35.91%-52.9pp | -7.84%-9.1pp |
| Employer contribution / active EE | $1,541 | $2,173-29.1% | $2,836-45.7% | $2,596-40.6% |
| Participant deferral / active EE | $846 | $3,779-77.6% | $4,656-81.8% | $4,027-79.0% |
| Admin fee / account holder | $2,525 | $6,112-58.7% | $7,493-66.3% | $5,403-53.3% |