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.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,725 | $74,927+3.7% | $101,794-23.6% | $84,808-8.4% |
| Participation rate | 77.1% | 61.4%+15.7pp | 69.2%+8.0pp | 68.3%+8.8pp |
| Annual return | 10.70% | 18.70%-8.0pp | 30.53%-19.8pp | 40.90%-30.2pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,426 | $3,099+10.6% | $4,084-16.1% | $4,212-18.6% |
| Admin fee / account holder | $10,459 | $6,514+60.6% | $8,777+19.2% | $7,344+42.4% |