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 | $21,174 | $71,883-70.5% | $86,677-75.6% | $68,494-69.1% |
| Participation rate | 96.4% | 72.2%+24.1pp | 76.6%+19.8pp | 67.9%+28.5pp |
| Annual return | -13.76% | 3.52%-17.3pp | 35.91%-49.7pp | -7.84%-5.9pp |
| Employer contribution / active EE | $1,091 | $2,173-49.8% | $2,836-61.5% | $2,596-58.0% |
| Participant deferral / active EE | $1,159 | $3,779-69.3% | $4,656-75.1% | $4,027-71.2% |
| Admin fee / account holder | $2,077 | $6,112-66.0% | $7,493-72.3% | $5,403-61.6% |