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.
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 | $6,774 | $49,922-86.4% | $80,569-91.6% | $75,163-91.0% |
| Participation rate | 89.3% | 55.3%+34.0pp | 67.0%+22.3pp | 67.2%+22.1pp |
| Annual return | 31.17% | 34.69%-3.5pp | 935.43%-904.3pp | 160.62%-129.4pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $7,217 | $2,990+141.3% | $4,447+62.3% | $4,125+75.0% |
| Admin fee / account holder | $2,244 | $3,577-37.3% | $5,377-58.3% | $5,651-60.3% |