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 | $7,930 | $40,256-80.3% | $57,343-86.2% | $59,632-86.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 0.00% | 27.49%-27.5pp | 24.39%-24.4pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $496 | $1,922-74.2% | $2,689-81.5% | $2,203-77.5% |
| Participant deferral / active EE | $155 | $2,399-93.5% | $3,162-95.1% | $3,192-95.1% |
| Admin fee / account holder | $867 | $2,818-69.2% | $3,356-74.1% | $4,297-79.8% |