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 | $69,916 | $73,933-5.4% | $96,683-27.7% | $75,163-7.0% |
| Participation rate | 73.5% | 66.4%+7.1pp | 74.3%-0.8pp | 67.2%+6.3pp |
| Annual return | 13.11% | 26.70%-13.6pp | 35.69%-22.6pp | 160.62%-147.5pp |
| Employer contribution / active EE | $653 | $2,928-77.7% | $3,737-82.5% | $2,670-75.5% |
| Participant deferral / active EE | $3,377 | $3,659-7.7% | $4,878-30.8% | $4,125-18.1% |
| Admin fee / account holder | $10,284 | $5,216+97.2% | $6,730+52.8% | $5,651+82.0% |