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 5-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 | $19,784 | $106,515-81.4% | $96,683-79.5% | $139,434-85.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 10.61% | 38.43%-27.8pp | 35.69%-25.1pp | 372.94%-362.3pp |
| Employer contribution / active EE | $2,123 | $4,103-48.3% | $3,737-43.2% | $4,751-55.3% |
| Participant deferral / active EE | $832 | $5,454-84.8% | $4,878-83.0% | $6,710-87.6% |
| Admin fee / account holder | $565 | $7,877-92.8% | $6,730-91.6% | $11,403-95.0% |