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 | $4,537 | $107,334-95.8% | $92,893-95.1% | $152,861-97.0% |
| Participation rate | 70.0% | 79.8%-9.8pp | 76.0%-6.0pp | 82.4%-12.4pp |
| Annual return | 19.66% | 145.58%-125.9pp | 109.41%-89.8pp | 345.32%-325.7pp |
| Employer contribution / active EE | $0 | $4,221-100.0% | $3,653-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $912 | $4,845-81.2% | $4,236-78.5% | $5,850-84.4% |
| Admin fee / account holder | $9,388 | $7,079+32.6% | $5,794+62.0% | $11,596-19.0% |