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.
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 | $12,645 | $175,600-92.8% | $129,110-90.2% | $134,475-90.6% |
| Participation rate | 73.3% | 81.6%-8.2pp | 77.3%-3.9pp | 81.2%-7.9pp |
| Annual return | -14.88% | -11.39%-3.5pp | -10.94%-3.9pp | 417.96%-432.8pp |
| Employer contribution / active EE | $0 | $6,355-100.0% | $5,052-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,389 | $7,975-70.0% | $6,542-63.5% | $6,400-62.7% |
| Admin fee / account holder | $3,475 | $23,567-85.3% | $14,302-75.7% | $11,426-69.6% |