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 6-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 | $9,313 | $81,460-88.6% | $103,333-91.0% | $80,856-88.5% |
| Participation rate | 80.4% | 66.8%+13.6pp | 74.5%+5.9pp | 67.6%+12.8pp |
| Annual return | 15.51% | 25.55%-10.0pp | 24.88%-9.4pp | 35.59%-20.1pp |
| Employer contribution / active EE | $10,512 | $3,105+238.5% | $3,868+171.8% | $2,755+281.6% |
| Participant deferral / active EE | $663 | $3,869-82.9% | $5,057-86.9% | $4,296-84.6% |
| Admin fee / account holder | $2,674 | $6,566-59.3% | $8,355-68.0% | $6,918-61.3% |