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 8-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 | $53,367 | $102,317-47.8% | $146,958-63.7% | $80,856-34.0% |
| Participation rate | 70.4% | 75.8%-5.5pp | 82.2%-11.8pp | 67.6%+2.7pp |
| Annual return | 11.42% | 134.76%-123.3pp | 418.34%-406.9pp | 35.59%-24.2pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $9,926 | $6,644+49.4% | $8,070+23.0% | $4,296+131.1% |
| Admin fee / account holder | $911 | $7,941-88.5% | $12,998-93.0% | $6,918-86.8% |