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 | $7,068 | $45,152-84.3% | $73,843-90.4% | $59,632-88.1% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -4.34% | 27.40%-31.7pp | 2267.84%-2272.2pp | 2041.28%-2045.6pp |
| Employer contribution / active EE | $221 | $1,902-88.4% | $2,787-92.1% | $2,203-90.0% |
| Participant deferral / active EE | $617 | $2,574-76.0% | $3,583-82.8% | $3,192-80.7% |
| Admin fee / account holder | $1,282 | $3,516-63.6% | $4,880-73.7% | $4,297-70.2% |