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 | $19,403 | $197,591-90.2% | $177,821-89.1% | $158,922-87.8% |
| Participation rate | 91.3% | 88.5%+2.8pp | 87.7%+3.6pp | 82.0%+9.3pp |
| Annual return | 0.35% | 58.76%-58.4pp | 48.32%-48.0pp | 302.83%-302.5pp |
| Employer contribution / active EE | $0 | $6,697-100.0% | $5,918-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,485 | $8,405-70.4% | $7,714-67.8% | $5,982-58.5% |
| Admin fee / account holder | $4,874 | $15,399-68.3% | $12,427-60.8% | $11,246-56.7% |