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 | $7,280 | $112,096-93.5% | $95,952-92.4% | $158,922-95.4% |
| Participation rate | 71.4% | 79.0%-7.5pp | 77.1%-5.6pp | 82.0%-10.5pp |
| Annual return | 12.93% | 171.09%-158.2pp | 91.61%-78.7pp | 302.83%-289.9pp |
| Employer contribution / active EE | $1,201 | $3,198-62.5% | $2,541-52.7% | $4,761-74.8% |
| Participant deferral / active EE | $999 | $4,784-79.1% | $4,167-76.0% | $5,982-83.3% |
| Admin fee / account holder | $2,548 | $10,130-74.8% | $6,795-62.5% | $11,246-77.3% |