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 | $19,710 | $79,449-75.2% | $189,557-89.6% | $85,850-77.0% |
| Participation rate | 79.2% | 66.0%+13.2pp | 78.4%+0.7pp | 69.3%+9.9pp |
| Annual return | 10.64% | 18.45%-7.8pp | 64.17%-53.5pp | 318.53%-307.9pp |
| Employer contribution / active EE | $264 | $2,081-87.3% | $4,412-94.0% | $2,565-89.7% |
| Participant deferral / active EE | $2,645 | $4,051-34.7% | $6,174-57.2% | $3,952-33.1% |
| Admin fee / account holder | $900 | $5,377-83.3% | $9,807-90.8% | $6,260-85.6% |