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 | $7,714 | $162,781-95.3% | $133,956-94.2% | $158,922-95.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 17.40% | 41.94%-24.5pp | 45.09%-27.7pp | 302.83%-285.4pp |
| Employer contribution / active EE | $708 | $4,975-85.8% | $3,919-81.9% | $4,761-85.1% |
| Participant deferral / active EE | $9,834 | $5,911+66.4% | $5,048+94.8% | $5,982+64.4% |
| Admin fee / account holder | $6,923 | $11,736-41.0% | $8,927-22.4% | $11,246-38.4% |