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 | $2,864 | $175,202-98.4% | $149,673-98.1% | $139,434-97.9% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 10.22% | 166.71%-156.5pp | 134.42%-124.2pp | 372.94%-362.7pp |
| Employer contribution / active EE | $3,291 | $5,474-39.9% | $4,818-31.7% | $4,751-30.7% |
| Participant deferral / active EE | $156 | $6,519-97.6% | $5,680-97.3% | $6,710-97.7% |
| Admin fee / account holder | $223,861 | $16,150+1286.1% | $13,210+1594.7% | $11,403+1863.3% |