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 | $10,320 | $94,625-89.1% | $116,228-91.1% | $84,808-87.8% |
| Participation rate | 78.4% | 70.4%+7.9pp | 74.6%+3.8pp | 68.3%+10.1pp |
| Annual return | 15.57% | 20.40%-4.8pp | 90.06%-74.5pp | 40.90%-25.3pp |
| Employer contribution / active EE | $433 | $2,347-81.6% | $2,994-85.6% | $2,631-83.6% |
| Participant deferral / active EE | $1,770 | $3,972-55.4% | $4,953-64.3% | $4,212-58.0% |
| Admin fee / account holder | $1,417 | $10,091-86.0% | $11,989-88.2% | $7,344-80.7% |