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 4-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 | $16,655 | $109,413-84.8% | $156,263-89.3% | $84,808-80.4% |
| Participation rate | 97.0% | 72.7%+24.3pp | 78.9%+18.1pp | 68.3%+28.7pp |
| Annual return | 28.82% | 20.18%+8.6pp | 59.47%-30.6pp | 40.90%-12.1pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $7,185 | $4,590+56.5% | $6,158+16.7% | $4,212+70.6% |
| Admin fee / account holder | $727 | $9,357-92.2% | $14,255-94.9% | $7,344-90.1% |