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 | $37,222 | $162,781-77.1% | $133,956-72.2% | $158,922-76.6% |
| Participation rate | 76.9% | 83.2%-6.3pp | 79.8%-2.9pp | 82.0%-5.0pp |
| Annual return | 4.41% | 41.94%-37.5pp | 45.09%-40.7pp | 302.83%-298.4pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,754 | $5,911-36.5% | $5,048-25.6% | $5,982-37.2% |
| Admin fee / account holder | $86,316 | $11,736+635.4% | $8,927+866.9% | $11,246+667.5% |