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 | $38,928 | $201,272-80.7% | $184,203-78.9% | $145,922-73.3% |
| Participation rate | 93.3% | 87.5%+5.8pp | 86.8%+6.5pp | 80.3%+13.1pp |
| Annual return | 5.31% | 29.00%-23.7pp | 28.81%-23.5pp | 561.29%-556.0pp |
| Employer contribution / active EE | $1,604 | $7,022-77.2% | $6,427-75.0% | $4,660-65.6% |
| Participant deferral / active EE | $2,267 | $9,806-76.9% | $9,131-75.2% | $6,688-66.1% |
| Admin fee / account holder | $46,823 | $16,364+186.1% | $13,901+236.8% | $13,397+249.5% |