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 4-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 | $3,155 | $70,756-95.5% | $65,493-95.2% | $142,382-97.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 14.07% | 1754.89%-1740.8pp | 982.45%-968.4pp | 217.08%-203.0pp |
| Employer contribution / active EE | $447 | $2,881-84.5% | $2,574-82.6% | $4,299-89.6% |
| Participant deferral / active EE | $710 | $4,637-84.7% | $3,961-82.1% | $6,507-89.1% |
| Admin fee / account holder | $1,526 | $6,559-76.7% | $5,028-69.7% | $12,624-87.9% |