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 | $13,086 | $117,841-88.9% | $102,423-87.2% | $145,922-91.0% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 14.65% | 31.65%-17.0pp | 29.32%-14.7pp | 561.29%-546.6pp |
| Employer contribution / active EE | $31 | $3,615-99.1% | $3,023-99.0% | $4,660-99.3% |
| Participant deferral / active EE | $9,486 | $5,731+65.5% | $5,053+87.7% | $6,688+41.8% |
| Admin fee / account holder | $2,823 | $13,326-78.8% | $9,451-70.1% | $13,397-78.9% |