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.
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 | $13,332 | $93,571-85.8% | $135,903-90.2% | $75,163-82.3% |
| Participation rate | 93.3% | 75.2%+18.2pp | 81.9%+11.4pp | 67.2%+26.1pp |
| Annual return | 14.08% | 30.90%-16.8pp | 68.23%-54.2pp | 160.62%-146.5pp |
| Employer contribution / active EE | $1,630 | $3,537-53.9% | $4,856-66.4% | $2,670-38.9% |
| Participant deferral / active EE | $1,154 | $6,404-82.0% | $7,758-85.1% | $4,125-72.0% |
| Admin fee / account holder | $1,015 | $6,975-85.4% | $10,762-90.6% | $5,651-82.0% |