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 | $5,078 | $76,552-93.4% | $123,892-95.9% | $62,891-91.9% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 2.22% | 18.68%-16.5pp | 47.52%-45.3pp | 20.14%-17.9pp |
| Employer contribution / active EE | $932 | $2,883-67.7% | $4,617-79.8% | $2,281-59.1% |
| Participant deferral / active EE | $1,965 | $4,840-59.4% | $5,984-67.2% | $3,203-38.7% |
| Admin fee / account holder | $2,177 | $4,826-54.9% | $8,357-73.9% | $4,296-49.3% |