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 | $39,252 | $133,922-70.7% | $116,228-66.2% | $142,382-72.4% |
| Participation rate | 76.2% | 77.9%-1.7pp | 74.6%+1.6pp | 80.1%-3.9pp |
| Annual return | 8.83% | 147.76%-138.9pp | 90.06%-81.2pp | 217.08%-208.3pp |
| Employer contribution / active EE | $252 | $3,446-92.7% | $2,994-91.6% | $4,299-94.1% |
| Participant deferral / active EE | $2,520 | $5,672-55.6% | $4,953-49.1% | $6,507-61.3% |
| Admin fee / account holder | $40,115 | $14,945+168.4% | $11,989+234.6% | $12,624+217.8% |