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.
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 | $30,136 | $197,591-84.7% | $177,821-83.1% | $158,922-81.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 33.31% | 58.76%-25.4pp | 48.32%-15.0pp | 302.83%-269.5pp |
| Employer contribution / active EE | $1,657 | $6,697-75.3% | $5,918-72.0% | $4,761-65.2% |
| Participant deferral / active EE | $1,752 | $8,405-79.2% | $7,714-77.3% | $5,982-70.7% |
| Admin fee / account holder | $1,774 | $15,399-88.5% | $12,427-85.7% | $11,246-84.2% |