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 | $7,529 | $138,065-94.5% | $123,544-93.9% | $135,375-94.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.42% | 153.68%-163.1pp | 119.20%-128.6pp | 519.73%-529.2pp |
| Employer contribution / active EE | $2,727 | $5,151-47.1% | $4,628-41.1% | $4,779-42.9% |
| Participant deferral / active EE | $1,443 | $6,799-78.8% | $6,426-77.5% | $5,609-74.3% |
| Admin fee / account holder | $504 | $10,916-95.4% | $9,284-94.6% | $10,827-95.3% |