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 | $91,335 | $101,724-10.2% | $164,813-44.6% | $80,856+13.0% |
| Participation rate | 82.8% | 71.8%+10.9pp | 78.6%+4.2pp | 67.6%+15.1pp |
| Annual return | 6.38% | 16.72%-10.3pp | 69.93%-63.5pp | 35.59%-29.2pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,949 | $4,477-11.8% | $6,031-34.5% | $4,296-8.1% |
| Admin fee / account holder | $337,495 | $8,227+4002.1% | $12,690+2559.6% | $6,918+4778.5% |