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 | $49,601 | $159,901-69.0% | $146,958-66.2% | $145,922-66.0% |
| Participation rate | 95.2% | 84.0%+11.2pp | 82.2%+13.1pp | 80.3%+15.0pp |
| Annual return | 9.39% | 98.13%-88.7pp | 418.34%-409.0pp | 561.29%-551.9pp |
| Employer contribution / active EE | $2,131 | $5,286-59.7% | $4,933-56.8% | $4,660-54.3% |
| Participant deferral / active EE | $2,316 | $8,428-72.5% | $8,070-71.3% | $6,688-65.4% |
| Admin fee / account holder | $3,804 | $15,044-74.7% | $12,998-70.7% | $13,397-71.6% |