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 | $49,683 | $82,032-39.4% | $123,104-59.6% | $59,632-16.7% |
| Participation rate | 90.2% | 83.2%+7.0pp | 86.8%+3.4pp | 68.7%+21.5pp |
| Annual return | -2.22% | 5.12%-7.3pp | 13.22%-15.4pp | 2041.28%-2043.5pp |
| Employer contribution / active EE | $8,364 | $3,297+153.7% | $5,151+62.4% | $2,203+279.7% |
| Participant deferral / active EE | $0 | $4,667-100.0% | $6,230-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,871 | $5,881-68.2% | $9,015-79.2% | $4,297-56.5% |