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 8-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 | $40,239 | $138,347-70.9% | $184,203-78.2% | $80,856-50.2% |
| Participation rate | 72.0% | 83.9%-11.8pp | 86.8%-14.8pp | 67.6%+4.4pp |
| Annual return | 28.01% | 20.02%+8.0pp | 28.81%-0.8pp | 35.59%-7.6pp |
| Employer contribution / active EE | $1,330 | $4,850-72.6% | $6,427-79.3% | $2,755-51.7% |
| Participant deferral / active EE | $4,158 | $7,071-41.2% | $9,131-54.5% | $4,296-3.2% |
| Admin fee / account holder | $1,542 | $10,483-85.3% | $13,901-88.9% | $6,918-77.7% |