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 | $65,270 | $112,096-41.8% | $95,952-32.0% | $158,922-58.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 4.37% | 171.09%-166.7pp | 91.61%-87.2pp | 302.83%-298.5pp |
| Employer contribution / active EE | $1,212 | $3,198-62.1% | $2,541-52.3% | $4,761-74.5% |
| Participant deferral / active EE | $233 | $4,784-95.1% | $4,167-94.4% | $5,982-96.1% |
| Admin fee / account holder | $1,457 | $10,130-85.6% | $6,795-78.6% | $11,246-87.0% |