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 4-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 | $3,737 | $64,480-94.2% | $81,382-95.4% | $80,856-95.4% |
| Participation rate | 80.4% | 63.9%+16.5pp | 69.5%+10.9pp | 67.6%+12.7pp |
| Annual return | 18.30% | 16.34%+2.0pp | 24.73%-6.4pp | 35.59%-17.3pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,675 | $3,094-45.9% | $3,883-56.9% | $4,296-61.0% |
| Admin fee / account holder | $897 | $5,671-84.2% | $5,768-84.5% | $6,918-87.0% |