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 | $5,195 | $137,414-96.2% | $189,513-97.3% | $85,850-93.9% |
| Participation rate | 93.3% | 84.6%+8.7pp | 87.8%+5.5pp | 69.3%+24.0pp |
| Annual return | 0.00% | 38.14%-38.1pp | 555.15%-555.2pp | 318.53%-318.5pp |
| Employer contribution / active EE | $663 | $4,344-84.7% | $6,162-89.2% | $2,565-74.2% |
| Participant deferral / active EE | $5,241 | $6,260-16.3% | $8,221-36.3% | $3,952+32.6% |
| Admin fee / account holder | $359 | $8,630-95.8% | $12,045-97.0% | $6,260-94.3% |