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 | $6,011 | $168,632-96.4% | $147,614-95.9% | $125,391-95.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -4.38% | 77.65%-82.0pp | 61.98%-66.4pp | 282.22%-286.6pp |
| Employer contribution / active EE | $1,694 | $6,252-72.9% | $5,564-69.6% | $4,866-65.2% |
| Participant deferral / active EE | $158 | $5,507-97.1% | $4,895-96.8% | $5,352-97.0% |
| Admin fee / account holder | $460 | $13,580-96.6% | $11,611-96.0% | $9,540-95.2% |