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 | $17,000 | $150,440-88.7% | $136,294-87.5% | $147,584-88.5% |
| Participation rate | 77.3% | 84.4%-7.1pp | 81.9%-4.6pp | 82.8%-5.6pp |
| Annual return | 90.96% | 1049.08%-958.1pp | 5155.94%-5065.0pp | 578.55%-487.6pp |
| Employer contribution / active EE | $1,177 | $5,256-77.6% | $4,695-74.9% | $4,876-75.9% |
| Participant deferral / active EE | $1,468 | $6,630-77.9% | $6,247-76.5% | $5,439-73.0% |
| Admin fee / account holder | $542 | $10,905-95.0% | $9,243-94.1% | $10,885-95.0% |