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 | $8,649 | $49,227-82.4% | $70,449-87.7% | $79,858-89.2% |
| Participation rate | 78.9% | 69.2%+9.8pp | 75.1%+3.9pp | 69.6%+9.3pp |
| Annual return | 38.00% | 30.06%+7.9pp | 109.03%-71.0pp | 31.71%+6.3pp |
| Employer contribution / active EE | $268 | $2,099-87.2% | $2,737-90.2% | $2,471-89.1% |
| Participant deferral / active EE | $1,083 | $2,768-60.9% | $3,709-70.8% | $3,740-71.1% |
| Admin fee / account holder | $350 | $2,878-87.9% | $3,845-90.9% | $5,306-93.4% |