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.
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 | $7,625 | $102,616-92.6% | $81,983-90.7% | $158,922-95.2% |
| Participation rate | 70.0% | 75.5%-5.5pp | 69.2%+0.8pp | 82.0%-12.0pp |
| Annual return | 33.65% | 61.04%-27.4pp | 41.31%-7.7pp | 302.83%-269.2pp |
| Employer contribution / active EE | $0 | $3,240-100.0% | $2,498-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,661 | $4,648-42.7% | $3,722-28.5% | $5,982-55.5% |
| Admin fee / account holder | $311 | $8,235-96.2% | $5,664-94.5% | $11,246-97.2% |