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 | $14,537 | $57,354-74.7% | $83,848-82.7% | $64,186-77.4% |
| Participation rate | 81.3% | 68.6%+12.6pp | 76.1%+5.1pp | 69.6%+11.7pp |
| Annual return | -4.17% | 11.38%-15.6pp | 850.88%-855.0pp | 7.63%-11.8pp |
| Employer contribution / active EE | $374 | $2,545-85.3% | $3,631-89.7% | $2,381-84.3% |
| Participant deferral / active EE | $1,514 | $2,993-49.4% | $4,082-62.9% | $3,470-56.4% |
| Admin fee / account holder | $7,410 | $4,046+83.2% | $5,478+35.3% | $4,888+51.6% |