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 7-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 | $19,070 | $165,984-88.5% | $164,813-88.4% | $145,922-86.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.67% | 100.03%-86.4pp | 69.93%-56.3pp | 561.29%-547.6pp |
| Employer contribution / active EE | $278 | $5,273-94.7% | $4,341-93.6% | $4,660-94.0% |
| Participant deferral / active EE | $2,049 | $6,959-70.6% | $6,031-66.0% | $6,688-69.4% |
| Admin fee / account holder | $341 | $16,648-98.0% | $12,690-97.3% | $13,397-97.5% |