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 | $60,648 | $202,318-70.0% | $172,739-64.9% | $152,861-60.3% |
| Participation rate | 73.3% | 87.1%-13.7pp | 82.6%-9.3pp | 82.4%-9.1pp |
| Annual return | 10.46% | 1029.65%-1019.2pp | 802.84%-792.4pp | 345.32%-334.9pp |
| Employer contribution / active EE | $1,076 | $5,856-81.6% | $5,143-79.1% | $4,762-77.4% |
| Participant deferral / active EE | $5,174 | $5,948-13.0% | $5,198-0.5% | $5,850-11.6% |
| Admin fee / account holder | $14,737 | $17,109-13.9% | $13,954+5.6% | $11,596+27.1% |