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 10-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 | $12,220 | $198,466-93.8% | $170,442-92.8% | $147,584-91.7% |
| Participation rate | 94.1% | 88.0%+6.2pp | 83.6%+10.5pp | 82.8%+11.3pp |
| Annual return | 23.21% | 257.29%-234.1pp | 205.93%-182.7pp | 578.55%-555.3pp |
| Employer contribution / active EE | $1,060 | $6,184-82.9% | $5,433-80.5% | $4,876-78.3% |
| Participant deferral / active EE | $5,469 | $5,629-2.8% | $4,939+10.7% | $5,439+0.6% |
| Admin fee / account holder | $676 | $16,852-96.0% | $13,880-95.1% | $10,885-93.8% |