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 8-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 | $17,488 | $63,355-72.4% | $91,989-81.0% | $72,985-76.0% |
| Participation rate | 84.5% | 72.5%+12.0pp | 78.6%+5.9pp | 69.5%+15.0pp |
| Annual return | 47.15% | 35.35%+11.8pp | 69.02%-21.9pp | 81.00%-33.9pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $9,398 | $4,883+92.5% | $5,923+58.7% | $3,607+160.5% |
| Admin fee / account holder | $419 | $4,668-91.0% | $7,743-94.6% | $5,124-91.8% |