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.
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 | $24,490 | $94,625-74.1% | $116,228-78.9% | $84,808-71.1% |
| Participation rate | 85.4% | 70.4%+14.9pp | 74.6%+10.8pp | 68.3%+17.1pp |
| Annual return | 12.42% | 20.40%-8.0pp | 90.06%-77.6pp | 40.90%-28.5pp |
| Employer contribution / active EE | $1 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,266 | $3,972-42.9% | $4,953-54.2% | $4,212-46.2% |
| Admin fee / account holder | $1,357 | $10,091-86.6% | $11,989-88.7% | $7,344-81.5% |