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.
Employer 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 | $13,991 | $77,813-82.0% | $123,544-88.7% | $64,186-78.2% |
| Participation rate | 72.3% | 74.7%-2.4pp | 82.3%-10.0pp | 69.6%+2.8pp |
| Annual return | -13.20% | 12.48%-25.7pp | 119.20%-132.4pp | 7.63%-20.8pp |
| Employer contribution / active EE | $213 | $3,014-92.9% | $4,628-95.4% | $2,381-91.1% |
| Participant deferral / active EE | $8,885 | $5,240+69.6% | $6,426+38.3% | $3,470+156.1% |
| Admin fee / account holder | $792 | $5,519-85.7% | $9,284-91.5% | $4,888-83.8% |