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 | $5,224 | $81,460-93.6% | $103,333-94.9% | $80,856-93.5% |
| Participation rate | 74.4% | 66.8%+7.6pp | 74.5%-0.1pp | 67.6%+6.8pp |
| Annual return | 30.57% | 25.55%+5.0pp | 24.88%+5.7pp | 35.59%-5.0pp |
| Employer contribution / active EE | $6,952 | $3,105+123.9% | $3,868+79.7% | $2,755+152.4% |
| Participant deferral / active EE | $234 | $3,869-93.9% | $5,057-95.4% | $4,296-94.5% |
| Admin fee / account holder | $3,698 | $6,566-43.7% | $8,355-55.7% | $6,918-46.5% |