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 | $8,996 | $111,754-92.0% | $103,333-91.3% | $145,922-93.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 5.80% | 24.77%-19.0pp | 24.88%-19.1pp | 561.29%-555.5pp |
| Employer contribution / active EE | $1,993 | $4,212-52.7% | $3,868-48.5% | $4,660-57.2% |
| Participant deferral / active EE | $530 | $5,619-90.6% | $5,057-89.5% | $6,688-92.1% |
| Admin fee / account holder | $331 | $9,750-96.6% | $8,355-96.0% | $13,397-97.5% |