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 | $42,165 | $73,933-43.0% | $96,683-56.4% | $75,163-43.9% |
| Participation rate | 97.3% | 66.4%+30.9pp | 74.3%+23.0pp | 67.2%+30.1pp |
| Annual return | 6.82% | 26.70%-19.9pp | 35.69%-28.9pp | 160.62%-153.8pp |
| Employer contribution / active EE | $985 | $2,928-66.4% | $3,737-73.6% | $2,670-63.1% |
| Participant deferral / active EE | $694 | $3,659-81.0% | $4,878-85.8% | $4,125-83.2% |
| Admin fee / account holder | $731 | $5,216-86.0% | $6,730-89.1% | $5,651-87.1% |