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.
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 | $7,812 | $102,317-92.4% | $146,958-94.7% | $80,856-90.3% |
| Participation rate | 92.0% | 75.8%+16.2pp | 82.2%+9.8pp | 67.6%+24.4pp |
| Annual return | 13.37% | 134.76%-121.4pp | 418.34%-405.0pp | 35.59%-22.2pp |
| Employer contribution / active EE | $1,267 | $3,713-65.9% | $4,933-74.3% | $2,755-54.0% |
| Participant deferral / active EE | $1,635 | $6,644-75.4% | $8,070-79.7% | $4,296-61.9% |
| Admin fee / account holder | $895 | $7,941-88.7% | $12,998-93.1% | $6,918-87.1% |