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 | $66,960 | $150,440-55.5% | $136,294-50.9% | $147,584-54.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.71% | 1049.08%-1040.4pp | 5155.94%-5147.2pp | 578.55%-569.8pp |
| Employer contribution / active EE | $1,341 | $5,256-74.5% | $4,695-71.4% | $4,876-72.5% |
| Participant deferral / active EE | $1,531 | $6,630-76.9% | $6,247-75.5% | $5,439-71.9% |
| Admin fee / account holder | $54,575 | $10,905+400.4% | $9,243+490.4% | $10,885+401.4% |