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 | $7,499 | $78,422-90.4% | $95,952-92.2% | $79,858-90.6% |
| Participation rate | 85.7% | 73.5%+12.2pp | 77.1%+8.6pp | 69.6%+16.1pp |
| Annual return | 7.87% | 19.37%-11.5pp | 91.61%-83.7pp | 31.71%-23.8pp |
| Employer contribution / active EE | $1,126 | $1,945-42.1% | $2,541-55.7% | $2,471-54.4% |
| Participant deferral / active EE | $308 | $3,440-91.1% | $4,167-92.6% | $3,740-91.8% |
| Admin fee / account holder | $872 | $5,622-84.5% | $6,795-87.2% | $5,306-83.6% |