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 | $4,033 | $81,248-95.0% | $155,509-97.4% | $80,856-95.0% |
| Participation rate | 84.3% | 66.2%+18.1pp | 78.2%+6.1pp | 67.6%+16.7pp |
| Annual return | -11.90% | 33.31%-45.2pp | 64.67%-76.6pp | 35.59%-47.5pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,964 | $3,452-14.1% | $5,626-47.3% | $4,296-31.0% |
| Admin fee / account holder | $1,988 | $7,997-75.1% | $15,912-87.5% | $6,918-71.3% |