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 | $19,523 | $65,365-70.1% | $92,893-79.0% | $72,985-73.3% |
| Participation rate | 94.1% | 68.3%+25.8pp | 76.0%+18.1pp | 69.5%+24.6pp |
| Annual return | 11.79% | 42.10%-30.3pp | 109.41%-97.6pp | 81.00%-69.2pp |
| Employer contribution / active EE | $1,457 | $2,594-43.8% | $3,653-60.1% | $2,440-40.3% |
| Participant deferral / active EE | $333 | $3,128-89.4% | $4,236-92.1% | $3,607-90.8% |
| Admin fee / account holder | $788 | $4,251-81.5% | $5,794-86.4% | $5,124-84.6% |