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 5-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.
Participant 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 | $4,507 | $177,572-97.5% | $154,803-97.1% | $142,382-96.8% |
| Participation rate | 87.0% | 82.1%+4.9pp | 78.1%+8.9pp | 80.1%+6.8pp |
| Annual return | 34.46% | 65.07%-30.6pp | 58.88%-24.4pp | 217.08%-182.6pp |
| Employer contribution / active EE | $1,389 | $4,810-71.1% | $4,305-67.7% | $4,299-67.7% |
| Participant deferral / active EE | $1,576 | $6,272-74.9% | $5,540-71.5% | $6,507-75.8% |
| Admin fee / account holder | $1,148 | $16,786-93.2% | $14,329-92.0% | $12,624-90.9% |