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 6-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 | $59,023 | $106,515-44.6% | $96,683-39.0% | $139,434-57.7% |
| Participation rate | 90.0% | 77.8%+12.2pp | 74.3%+15.7pp | 80.3%+9.7pp |
| Annual return | 6.16% | 38.43%-32.3pp | 35.69%-29.5pp | 372.94%-366.8pp |
| Employer contribution / active EE | $2,207 | $4,103-46.2% | $3,737-41.0% | $4,751-53.6% |
| Participant deferral / active EE | $650 | $5,454-88.1% | $4,878-86.7% | $6,710-90.3% |
| Admin fee / account holder | $12,338 | $7,877+56.6% | $6,730+83.3% | $11,403+8.2% |