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 9-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 | $19,577 | $74,927-73.9% | $101,794-80.8% | $84,808-76.9% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 11.43% | 18.70%-7.3pp | 30.53%-19.1pp | 40.90%-29.5pp |
| Employer contribution / active EE | $2,545 | $1,522+67.2% | $2,289+11.2% | $2,631-3.3% |
| Participant deferral / active EE | $544 | $3,099-82.4% | $4,084-86.7% | $4,212-87.1% |
| Admin fee / account holder | $3,303 | $6,514-49.3% | $8,777-62.4% | $7,344-55.0% |