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.
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 | $14,412 | $82,664-82.6% | $125,339-88.5% | $68,494-79.0% |
| Participation rate | 95.9% | 75.0%+20.9pp | 82.4%+13.5pp | 67.9%+28.0pp |
| Annual return | 0.29% | -5.97%+6.3pp | 572.05%-571.8pp | -7.84%+8.1pp |
| Employer contribution / active EE | $1 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,226 | $6,110+51.0% | $7,446+23.9% | $4,027+129.1% |
| Admin fee / account holder | $756 | $6,275-87.9% | $10,010-92.4% | $5,403-86.0% |