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 | $96,628 | $160,055-39.6% | $140,016-31.0% | $135,375-28.6% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.5%-1.8pp | 82.6%+3.1pp |
| Annual return | -9.27% | 911.38%-920.7pp | 651.12%-660.4pp | 519.73%-529.0pp |
| Employer contribution / active EE | $1,077 | $6,420-83.2% | $5,606-80.8% | $4,779-77.5% |
| Participant deferral / active EE | $6,705 | $7,642-12.3% | $6,927-3.2% | $5,609+19.5% |
| Admin fee / account holder | $1,014 | $13,328-92.4% | $10,705-90.5% | $10,827-90.6% |