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 | $11,283 | $82,032-86.2% | $123,104-90.8% | $59,632-81.1% |
| Participation rate | 76.7% | 83.2%-6.5pp | 86.8%-10.1pp | 68.7%+8.0pp |
| Annual return | -5.62% | 5.12%-10.7pp | 13.22%-18.8pp | 2041.28%-2046.9pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,234 | $4,667-30.7% | $6,230-48.1% | $3,192+1.3% |
| Admin fee / account holder | $1,747 | $5,881-70.3% | $9,015-80.6% | $4,297-59.3% |