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 | $19,941 | $79,944-75.1% | $98,439-79.7% | $75,163-73.5% |
| Participation rate | 96.6% | 70.4%+26.2pp | 75.2%+21.4pp | 67.2%+29.4pp |
| Annual return | 70.22% | 19.75%+50.5pp | 21.16%+49.1pp | 160.62%-90.4pp |
| Employer contribution / active EE | $1 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $9,946 | $3,752+165.1% | $4,738+109.9% | $4,125+141.1% |
| Admin fee / account holder | $3,898 | $6,840-43.0% | $8,948-56.4% | $5,651-31.0% |