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 9-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 | $12,979 | $165,335-92.1% | $149,696-91.3% | $158,922-91.8% |
| Participation rate | 84.2% | 84.6%-0.4pp | 82.5%+1.7pp | 82.0%+2.3pp |
| Annual return | 9.57% | 348.15%-338.6pp | 276.60%-267.0pp | 302.83%-293.3pp |
| Employer contribution / active EE | $1,340 | $5,103-73.7% | $4,644-71.2% | $4,761-71.9% |
| Participant deferral / active EE | $807 | $7,181-88.8% | $6,842-88.2% | $5,982-86.5% |
| Admin fee / account holder | $2,006 | $10,807-81.4% | $9,309-78.4% | $11,246-82.2% |