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 8-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 | $10,478 | $93,170-88.8% | $100,534-89.6% | $84,808-87.6% |
| Participation rate | 88.9% | 75.8%+13.0pp | 80.6%+8.3pp | 68.3%+20.6pp |
| Annual return | 18.32% | 47.13%-28.8pp | 32.66%-14.3pp | 40.90%-22.6pp |
| Employer contribution / active EE | $1,552 | $3,985-61.1% | $4,346-64.3% | $2,631-41.0% |
| Participant deferral / active EE | $1,834 | $5,699-67.8% | $6,144-70.2% | $4,212-56.5% |
| Admin fee / account holder | $876 | $7,382-88.1% | $7,654-88.6% | $7,344-88.1% |