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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $463 | $49,177-99.1% | $79,464-99.4% | $64,186-99.3% |
| Participation rate | 85.2% | 65.0%+20.2pp | 73.3%+11.8pp | 69.6%+15.6pp |
| Annual return | -22.54% | -1.16%-21.4pp | 718.14%-740.7pp | 7.63%-30.2pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $334 | $2,821-88.1% | $3,704-91.0% | $3,470-90.4% |
| Admin fee / account holder | $591 | $3,839-84.6% | $5,113-88.4% | $4,888-87.9% |