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 5-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.)
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 | $612 | $114,047-99.5% | $96,139-99.4% | $167,490-99.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 12.81% | 189.88%-177.1pp | 191.94%-179.1pp | 478.56%-465.7pp |
| Employer contribution / active EE | $416 | $3,427-87.9% | $2,797-85.1% | $4,837-91.4% |
| Participant deferral / active EE | $416 | $5,194-92.0% | $4,349-90.4% | $6,341-93.4% |
| Admin fee / account holder | $658 | $6,897-90.5% | $5,537-88.1% | $12,309-94.7% |