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 | $35,758 | $183,963-80.6% | $162,163-77.9% | $152,861-76.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 12.67% | 150.76%-138.1pp | 115.59%-102.9pp | 345.32%-332.6pp |
| Employer contribution / active EE | $2,146 | $6,371-66.3% | $5,614-61.8% | $4,762-54.9% |
| Participant deferral / active EE | $1,645 | $8,034-79.5% | $7,298-77.5% | $5,850-71.9% |
| Admin fee / account holder | $16,461 | $13,121+25.5% | $10,843+51.8% | $11,596+42.0% |