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 | $9,116 | $70,587-87.1% | $124,672-92.7% | $85,850-89.4% |
| Participation rate | 100.0% | 64.4%+35.6pp | 74.6%+25.4pp | 69.3%+30.7pp |
| Annual return | 4.92% | 20688.83%-20683.9pp | 5142.93%-5138.0pp | 318.53%-313.6pp |
| Employer contribution / active EE | $1,282 | $1,913-33.0% | $3,324-61.4% | $2,565-50.0% |
| Participant deferral / active EE | $435 | $2,969-85.4% | $4,614-90.6% | $3,952-89.0% |
| Admin fee / account holder | $1,639 | $5,282-69.0% | $7,493-78.1% | $6,260-73.8% |