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 | $11,482 | $105,126-89.1% | $94,646-87.9% | $139,434-91.8% |
| Participation rate | 76.9% | 82.4%-5.4pp | 80.8%-3.9pp | 80.3%-3.4pp |
| Annual return | 19.77% | 38.03%-18.3pp | 156.71%-136.9pp | 372.94%-353.2pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,672-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,594 | $7,599-52.7% | $7,418-51.6% | $6,710-46.4% |
| Admin fee / account holder | $1,010 | $8,984-88.8% | $7,231-86.0% | $11,403-91.1% |