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 | $87,672 | $107,934-18.8% | $91,989-4.7% | $152,861-42.6% |
| Participation rate | 75.0% | 81.2%-6.2pp | 78.6%-3.6pp | 82.4%-7.4pp |
| Annual return | 4.03% | 89.24%-85.2pp | 69.02%-65.0pp | 345.32%-341.3pp |
| Employer contribution / active EE | $2,321 | $4,210-44.9% | $3,452-32.8% | $4,762-51.3% |
| Participant deferral / active EE | $1,312 | $6,364-79.4% | $5,923-77.9% | $5,850-77.6% |
| Admin fee / account holder | $20,250 | $10,520+92.5% | $7,743+161.5% | $11,596+74.6% |