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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,816 | $109,413-58.1% | $156,263-70.7% | $84,808-46.0% |
| Participation rate | 74.1% | 72.7%+1.4pp | 78.9%-4.8pp | 68.3%+5.8pp |
| Annual return | 8.28% | 20.18%-11.9pp | 59.47%-51.2pp | 40.90%-32.6pp |
| Employer contribution / active EE | $1,330 | $2,907-54.2% | $4,333-69.3% | $2,631-49.4% |
| Participant deferral / active EE | $1,223 | $4,590-73.4% | $6,158-80.1% | $4,212-71.0% |
| Admin fee / account holder | $86,603 | $9,357+825.6% | $14,255+507.5% | $7,344+1079.3% |