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 8-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 | $78,293 | $106,584-26.5% | $101,326-22.7% | $142,382-45.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 4.65% | 36.93%-32.3pp | 36.82%-32.2pp | 217.08%-212.4pp |
| Employer contribution / active EE | $1,440 | $3,956-63.6% | $3,665-60.7% | $4,299-66.5% |
| Participant deferral / active EE | $1,800 | $8,297-78.3% | $7,994-77.5% | $6,507-72.3% |
| Admin fee / account holder | $3,495 | $11,446-69.5% | $11,185-68.8% | $12,624-72.3% |