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 | $32,747 | $110,094-70.3% | $151,611-78.4% | $68,494-52.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | 16.45% | -10.12%+26.6pp | 3.33%+13.1pp | -7.84%+24.3pp |
| Employer contribution / active EE | $206 | $4,471-95.4% | $6,166-96.7% | $2,596-92.1% |
| Participant deferral / active EE | $9,354 | $6,527+43.3% | $8,363+11.8% | $4,027+132.3% |
| Admin fee / account holder | $12,609 | $7,719+63.4% | $11,616+8.5% | $5,403+133.4% |