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.
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 | $12,551 | $115,882-89.2% | $100,516-87.5% | $158,922-92.1% |
| Participation rate | 73.3% | 81.6%-8.2pp | 79.4%-6.1pp | 82.0%-8.6pp |
| Annual return | 40.49% | 34.79%+5.7pp | 30.89%+9.6pp | 302.83%-262.3pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,418-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $7,673 | $6,674+15.0% | $6,270+22.4% | $5,982+28.3% |
| Admin fee / account holder | $811 | $10,995-92.6% | $8,081-90.0% | $11,246-92.8% |