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 | $89,932 | $152,587-41.1% | $125,175-28.2% | $152,861-41.2% |
| Participation rate | 81.0% | 83.3%-2.4pp | 79.8%+1.2pp | 82.4%-1.5pp |
| Annual return | 0.11% | 54.84%-54.7pp | 43.79%-43.7pp | 345.32%-345.2pp |
| Employer contribution / active EE | $96 | $4,946-98.1% | $3,865-97.5% | $4,762-98.0% |
| Participant deferral / active EE | $5,025 | $5,868-14.4% | $4,937+1.8% | $5,850-14.1% |
| Admin fee / account holder | $3,698 | $13,434-72.5% | $9,702-61.9% | $11,596-68.1% |