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.
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 | $19,147 | $165,984-88.5% | $164,813-88.4% | $145,922-86.9% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.6%+11.4pp | 80.3%+9.7pp |
| Annual return | 10.67% | 100.03%-89.4pp | 69.93%-59.3pp | 561.29%-550.6pp |
| Employer contribution / active EE | $959 | $5,273-81.8% | $4,341-77.9% | $4,660-79.4% |
| Participant deferral / active EE | $2,055 | $6,959-70.5% | $6,031-65.9% | $6,688-69.3% |
| Admin fee / account holder | $818 | $16,648-95.1% | $12,690-93.6% | $13,397-93.9% |