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 | $44,576 | $124,281-64.1% | $109,143-59.2% | $167,490-73.4% |
| Participation rate | 93.8% | 79.4%+14.3pp | 75.9%+17.9pp | 82.1%+11.6pp |
| Annual return | 7.31% | 26.04%-18.7pp | 25.75%-18.4pp | 478.56%-471.2pp |
| Employer contribution / active EE | $1,813 | $4,207-56.9% | $3,722-51.3% | $4,837-62.5% |
| Participant deferral / active EE | $0 | $5,255-100.0% | $4,653-100.0% | $6,341-100.0% |
| Admin fee / account holder | $1,077 | $7,970-86.5% | $6,752-84.0% | $12,309-91.2% |