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 | $8,277 | $110,809-92.5% | $86,874-90.5% | $167,490-95.1% |
| Participation rate | 92.3% | 75.8%+16.5pp | 71.6%+20.7pp | 82.1%+10.2pp |
| Annual return | 16.08% | 116.98%-100.9pp | 63.52%-47.4pp | 478.56%-462.5pp |
| Employer contribution / active EE | $0 | $3,244-100.0% | $2,495-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,523 | $4,546-44.5% | $3,699-31.8% | $6,341-60.2% |
| Admin fee / account holder | $309 | $8,415-96.3% | $5,828-94.7% | $12,309-97.5% |