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 6-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 | $8,188 | $162,781-95.0% | $133,956-93.9% | $158,922-94.8% |
| Participation rate | 80.0% | 83.2%-3.2pp | 79.8%+0.2pp | 82.0%-2.0pp |
| Annual return | -55.04% | 41.94%-97.0pp | 45.09%-100.1pp | 302.83%-357.9pp |
| Employer contribution / active EE | $690 | $4,975-86.1% | $3,919-82.4% | $4,761-85.5% |
| Participant deferral / active EE | $3,501 | $5,911-40.8% | $5,048-30.6% | $5,982-41.5% |
| Admin fee / account holder | $3,636 | $11,736-69.0% | $8,927-59.3% | $11,246-67.7% |