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.
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 | $824 | $109,327-99.2% | $89,391-99.1% | $158,922-99.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 17.11% | 345.68%-328.6pp | 245.62%-228.5pp | 302.83%-285.7pp |
| Employer contribution / active EE | $410 | $3,170-87.1% | $2,586-84.2% | $4,761-91.4% |
| Participant deferral / active EE | $440 | $4,598-90.4% | $3,890-88.7% | $5,982-92.6% |
| Admin fee / account holder | $340 | $6,153-94.5% | $4,881-93.0% | $11,246-97.0% |