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 | $12,922 | $157,256-91.8% | $141,162-90.8% | $152,861-91.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 15.37% | 64.32%-49.0pp | 71.39%-56.0pp | 345.32%-329.9pp |
| Employer contribution / active EE | $4,943 | $5,261-6.0% | $4,735+4.4% | $4,762+3.8% |
| Participant deferral / active EE | $915 | $7,109-87.1% | $6,709-86.4% | $5,850-84.4% |
| Admin fee / account holder | $7,835 | $12,120-35.4% | $10,261-23.6% | $11,596-32.4% |