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 | $76,165 | $48,570+56.8% | $130,648-41.7% | $72,985+4.4% |
| Participation rate | 91.9% | 58.6%+33.3pp | 71.7%+20.1pp | 69.5%+22.4pp |
| Annual return | 7.97% | 38.63%-30.7pp | 1708.96%-1701.0pp | 81.00%-73.0pp |
| Employer contribution / active EE | $121 | $1,334-90.9% | $4,092-97.0% | $2,440-95.0% |
| Participant deferral / active EE | $2,139 | $2,384-10.2% | $3,603-40.6% | $3,607-40.7% |
| Admin fee / account holder | $954 | $3,549-73.1% | $5,464-82.5% | $5,124-81.4% |