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.)
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 | $31,452 | $197,591-84.1% | $177,821-82.3% | $158,922-80.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | -11.75% | 58.76%-70.5pp | 48.32%-60.1pp | 302.83%-314.6pp |
| Employer contribution / active EE | $120 | $6,697-98.2% | $5,918-98.0% | $4,761-97.5% |
| Participant deferral / active EE | $9,067 | $8,405+7.9% | $7,714+17.5% | $5,982+51.6% |
| Admin fee / account holder | $2,150 | $15,399-86.0% | $12,427-82.7% | $11,246-80.9% |