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 9-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 | $8,929 | $54,762-83.7% | $90,281-90.1% | $72,985-87.8% |
| Participation rate | 85.2% | 65.1%+20.0pp | 73.3%+11.9pp | 69.5%+15.7pp |
| Annual return | 16.44% | 30.63%-14.2pp | 78.10%-61.7pp | 81.00%-64.6pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,020 | $2,887+39.2% | $3,885+3.5% | $3,607+11.4% |
| Admin fee / account holder | $479 | $3,972-87.9% | $5,351-91.0% | $5,124-90.6% |