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 | $54,231 | $118,680-54.3% | $98,907-45.2% | $158,922-65.9% |
| Participation rate | 72.7% | 77.8%-5.1pp | 76.0%-3.3pp | 82.0%-9.2pp |
| Annual return | 1.71% | 372.35%-370.6pp | 196.43%-194.7pp | 302.83%-301.1pp |
| Employer contribution / active EE | $485 | $3,333-85.4% | $2,689-82.0% | $4,761-89.8% |
| Participant deferral / active EE | $1,662 | $5,088-67.3% | $4,244-60.8% | $5,982-72.2% |
| Admin fee / account holder | $2,220 | $10,131-78.1% | $6,642-66.6% | $11,246-80.3% |