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 | $7,851 | $56,484-86.1% | $169,463-95.4% | $64,186-87.8% |
| Participation rate | 97.7% | 64.5%+33.1pp | 77.8%+19.9pp | 69.6%+28.1pp |
| Annual return | -2.89% | -1.55%-1.3pp | 1.83%-4.7pp | 7.63%-10.5pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,159-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $843 | $3,448-75.6% | $5,277-84.0% | $3,470-75.7% |
| Admin fee / account holder | $6,695 | $4,174+60.4% | $9,109-26.5% | $4,888+37.0% |