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 | $20,742 | $48,570-57.3% | $130,648-84.1% | $72,985-71.6% |
| Participation rate | 72.7% | 58.6%+14.2pp | 71.7%+1.0pp | 69.5%+3.2pp |
| Annual return | 4.46% | 38.63%-34.2pp | 1708.96%-1704.5pp | 81.00%-76.5pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,065 | $2,384-55.3% | $3,603-70.4% | $3,607-70.5% |
| Admin fee / account holder | $3,129 | $3,549-11.8% | $5,464-42.7% | $5,124-38.9% |