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 | $41,251 | $71,883-42.6% | $86,677-52.4% | $68,494-39.8% |
| Participation rate | 75.5% | 72.2%+3.3pp | 76.6%-1.1pp | 67.9%+7.6pp |
| Annual return | -20.96% | 3.52%-24.5pp | 35.91%-56.9pp | -7.84%-13.1pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,529 | $3,779-33.1% | $4,656-45.7% | $4,027-37.2% |
| Admin fee / account holder | $394 | $6,112-93.5% | $7,493-94.7% | $5,403-92.7% |