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 | $44,388 | $142,344-68.8% | $119,609-62.9% | $134,475-67.0% |
| Participation rate | 88.2% | 82.8%+5.4pp | 79.3%+9.0pp | 81.2%+7.0pp |
| Annual return | -29.33% | -12.44%-16.9pp | -14.97%-14.4pp | 417.96%-447.3pp |
| Employer contribution / active EE | $439 | $5,222-91.6% | $4,232-89.6% | $4,740-90.7% |
| Participant deferral / active EE | $4,518 | $6,469-30.2% | $5,602-19.3% | $6,400-29.4% |
| Admin fee / account holder | $8,720 | $13,584-35.8% | $10,323-15.5% | $11,426-23.7% |