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 | $27,667 | $135,952-79.6% | $123,892-77.7% | $273,961-89.9% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 2.77% | 56.63%-53.9pp | 47.52%-44.7pp | 41.45%-38.7pp |
| Employer contribution / active EE | $5,933 | $5,170+14.8% | $4,617+28.5% | $4,869+21.8% |
| Participant deferral / active EE | $927 | $6,343-85.4% | $5,984-84.5% | $5,287-82.5% |
| Admin fee / account holder | $556 | $9,817-94.3% | $8,357-93.4% | $10,132-94.5% |