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 | $18,672 | $101,955-81.7% | $112,887-83.5% | $71,457-73.9% |
| Participation rate | 77.7% | 82.1%-4.4pp | 80.5%-2.8pp | 67.9%+9.7pp |
| Annual return | 11.08% | 28.92%-17.8pp | 34.10%-23.0pp | 28.85%-17.8pp |
| Employer contribution / active EE | $0 | $4,743-100.0% | $4,563-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,013 | $6,771-85.0% | $6,513-84.4% | $4,289-76.4% |
| Admin fee / account holder | $754 | $1,395-45.9% | $7,047-89.3% | $1,587-52.5% |