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 | $27,730 | $214,378-87.1% | $200,582-86.2% | $142,382-80.5% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 11.17% | 46.41%-35.2pp | 42.33%-31.2pp | 217.08%-205.9pp |
| Employer contribution / active EE | $2,107 | $6,841-69.2% | $6,419-67.2% | $4,299-51.0% |
| Participant deferral / active EE | $2,107 | $9,865-78.6% | $9,331-77.4% | $6,507-67.6% |
| Admin fee / account holder | $13,579 | $17,692-23.3% | $16,305-16.7% | $12,624+7.6% |