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 | $33,118 | $63,346-47.7% | $92,233-64.1% | $70,131-52.8% |
| Participation rate | 80.8% | 68.7%+12.1pp | 76.5%+4.3pp | 69.5%+11.2pp |
| Annual return | 10.86% | 530.12%-519.3pp | 176.28%-165.4pp | 73.14%-62.3pp |
| Employer contribution / active EE | $306 | $2,471-87.6% | $3,679-91.7% | $2,342-87.0% |
| Participant deferral / active EE | $2,493 | $2,854-12.6% | $3,897-36.0% | $3,332-25.2% |
| Admin fee / account holder | $1,100 | $3,840-71.4% | $5,194-78.8% | $4,645-76.3% |