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 4-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 | $1,655 | $53,516-96.9% | $126,539-98.7% | $84,808-98.0% |
| Participation rate | 80.0% | 58.2%+21.8pp | 69.8%+10.2pp | 68.3%+11.7pp |
| Annual return | 18.53% | 58.34%-39.8pp | 425.95%-407.4pp | 40.90%-22.4pp |
| Employer contribution / active EE | $57 | $1,535-96.3% | $3,674-98.5% | $2,631-97.8% |
| Participant deferral / active EE | $978 | $2,671-63.4% | $4,083-76.0% | $4,212-76.8% |
| Admin fee / account holder | $539 | $4,497-88.0% | $6,065-91.1% | $7,344-92.7% |