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.
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 | $3,284 | $110,261-97.0% | $95,745-96.6% | $139,434-97.6% |
| Participation rate | 88.9% | 75.8%+13.1pp | 72.3%+16.6pp | 80.3%+8.6pp |
| Annual return | 13.61% | 27.11%-13.5pp | 28.35%-14.7pp | 372.94%-359.3pp |
| Employer contribution / active EE | $150 | $3,257-95.4% | $2,835-94.7% | $4,751-96.8% |
| Participant deferral / active EE | $1,908 | $4,676-59.2% | $4,245-55.1% | $6,710-71.6% |
| Admin fee / account holder | $635 | $6,613-90.4% | $5,678-88.8% | $11,403-94.4% |