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 | $49,325 | $81,248-39.3% | $155,509-68.3% | $80,856-39.0% |
| Participation rate | 92.6% | 66.2%+26.4pp | 78.2%+14.4pp | 67.6%+25.0pp |
| Annual return | 10.48% | 33.31%-22.8pp | 64.67%-54.2pp | 35.59%-25.1pp |
| Employer contribution / active EE | $3,312 | $3,100+6.8% | $4,672-29.1% | $2,755+20.2% |
| Participant deferral / active EE | $449 | $3,452-87.0% | $5,626-92.0% | $4,296-89.6% |
| Admin fee / account holder | $9,471 | $7,997+18.4% | $15,912-40.5% | $6,918+36.9% |