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 | $49,140 | $54,705-10.2% | $71,209-31.0% | $84,808-42.1% |
| Participation rate | 81.6% | 64.1%+17.5pp | 73.8%+7.8pp | 68.3%+13.3pp |
| Annual return | 13.28% | 35.90%-22.6pp | 282.51%-269.2pp | 40.90%-27.6pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,275 | $3,030-24.9% | $4,175-45.5% | $4,212-46.0% |
| Admin fee / account holder | $6,025 | $4,863+23.9% | $5,349+12.6% | $7,344-18.0% |