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 4-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 | $5,088 | $78,926-93.6% | $136,749-96.3% | $84,808-94.0% |
| Participation rate | 74.2% | 62.2%+12.0pp | 72.1%+2.1pp | 68.3%+5.9pp |
| Annual return | 15.22% | 18.17%-3.0pp | 24.33%-9.1pp | 40.90%-25.7pp |
| Employer contribution / active EE | $0 | $2,134-100.0% | $3,400-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,958 | $3,168-38.2% | $4,692-58.3% | $4,212-53.5% |
| Admin fee / account holder | $1,983 | $6,369-68.9% | $11,386-82.6% | $7,344-73.0% |