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 | $51,525 | $89,355-42.3% | $141,162-63.5% | $72,985-29.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 17.96% | 111.85%-93.9pp | 71.39%-53.4pp | 81.00%-63.0pp |
| Employer contribution / active EE | $2,108 | $3,114-32.3% | $4,735-55.5% | $2,440-13.6% |
| Participant deferral / active EE | $1,917 | $5,418-64.6% | $6,709-71.4% | $3,607-46.9% |
| Admin fee / account holder | $523 | $5,958-91.2% | $10,261-94.9% | $5,124-89.8% |