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 | $20,433 | $138,065-85.2% | $123,544-83.5% | $135,375-84.9% |
| Participation rate | 76.5% | 84.7%-8.3pp | 82.3%-5.8pp | 82.6%-6.2pp |
| Annual return | 3.44% | 153.68%-150.2pp | 119.20%-115.8pp | 519.73%-516.3pp |
| Employer contribution / active EE | $1,108 | $5,151-78.5% | $4,628-76.1% | $4,779-76.8% |
| Participant deferral / active EE | $1,157 | $6,799-83.0% | $6,426-82.0% | $5,609-79.4% |
| Admin fee / account holder | $3,489 | $10,916-68.0% | $9,284-62.4% | $10,827-67.8% |