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 7-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 | $7,371 | $138,044-94.7% | $125,339-94.1% | $134,475-94.5% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -11.21% | 750.33%-761.5pp | 572.05%-583.3pp | 417.96%-429.2pp |
| Employer contribution / active EE | $3,654 | $5,243-30.3% | $4,814-24.1% | $4,740-22.9% |
| Participant deferral / active EE | $586 | $7,799-92.5% | $7,446-92.1% | $6,400-90.8% |
| Admin fee / account holder | $350 | $11,571-97.0% | $10,010-96.5% | $11,426-96.9% |