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 | $9,853 | $185,822-94.7% | $169,993-94.2% | $139,434-92.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 41.76% | 60.50%-18.7pp | 53.37%-11.6pp | 372.94%-331.2pp |
| Employer contribution / active EE | $1,321 | $7,590-82.6% | $6,785-80.5% | $4,751-72.2% |
| Participant deferral / active EE | $3,757 | $11,622-67.7% | $10,408-63.9% | $6,710-44.0% |
| Admin fee / account holder | $449 | $15,381-97.1% | $12,815-96.5% | $11,403-96.1% |