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 | $60,162 | $48,795+23.3% | $65,493-8.1% | $84,808-29.1% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 11.20% | 20.20%-9.0pp | 982.45%-971.2pp | 40.90%-29.7pp |
| Employer contribution / active EE | $4,297 | $1,930+122.7% | $2,574+66.9% | $2,631+63.3% |
| Participant deferral / active EE | $79 | $2,928-97.3% | $3,961-98.0% | $4,212-98.1% |
| Admin fee / account holder | $4,891 | $3,877+26.2% | $5,028-2.7% | $7,344-33.4% |