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 | $10,228 | $99,032-89.7% | $80,019-87.2% | $135,375-92.4% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -2.47% | 15.39%-17.9pp | 11.22%-13.7pp | 519.73%-522.2pp |
| Employer contribution / active EE | $17 | $3,043-99.4% | $2,468-99.3% | $4,779-99.6% |
| Participant deferral / active EE | $1,657 | $4,282-61.3% | $3,686-55.0% | $5,609-70.5% |
| Admin fee / account holder | $924 | $10,436-91.1% | $6,521-85.8% | $10,827-91.5% |