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 | $99,909 | $197,591-49.4% | $177,821-43.8% | $158,922-37.1% |
| Participation rate | 73.3% | 88.5%-15.2pp | 87.7%-14.4pp | 82.0%-8.6pp |
| Annual return | 3.47% | 58.76%-55.3pp | 48.32%-44.9pp | 302.83%-299.4pp |
| Employer contribution / active EE | $1,207 | $6,697-82.0% | $5,918-79.6% | $4,761-74.7% |
| Participant deferral / active EE | $3,658 | $8,405-56.5% | $7,714-52.6% | $5,982-38.9% |
| Admin fee / account holder | $1,963 | $15,399-87.3% | $12,427-84.2% | $11,246-82.5% |