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 6-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 | $15,016 | $94,625-84.1% | $116,228-87.1% | $84,808-82.3% |
| Participation rate | 86.1% | 70.4%+15.7pp | 74.6%+11.6pp | 68.3%+17.8pp |
| Annual return | 15.93% | 20.40%-4.5pp | 90.06%-74.1pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,035 | $2,347-55.9% | $2,994-65.4% | $2,631-60.7% |
| Participant deferral / active EE | $1,525 | $3,972-61.6% | $4,953-69.2% | $4,212-63.8% |
| Admin fee / account holder | $2,480 | $10,091-75.4% | $11,989-79.3% | $7,344-66.2% |