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 3-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 | $27,567 | $148,978-81.5% | $200,582-86.3% | $84,808-67.5% |
| Participation rate | 92.2% | 84.2%+8.0pp | 86.9%+5.3pp | 68.3%+23.9pp |
| Annual return | 26.65% | 28.16%-1.5pp | 42.33%-15.7pp | 40.90%-14.2pp |
| Employer contribution / active EE | $11 | $4,815-99.8% | $6,419-99.8% | $2,631-99.6% |
| Participant deferral / active EE | $8,894 | $7,142+24.5% | $9,331-4.7% | $4,212+111.2% |
| Admin fee / account holder | $1,314 | $13,977-90.6% | $16,305-91.9% | $7,344-82.1% |