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 | $14,309 | $48,076-70.2% | $78,689-81.8% | $62,891-77.2% |
| Participation rate | 83.3% | 65.2%+18.1pp | 73.6%+9.8pp | 69.3%+14.0pp |
| Annual return | -0.23% | 31.35%-31.6pp | 62.18%-62.4pp | 20.14%-20.4pp |
| Employer contribution / active EE | $432 | $2,015-78.5% | $2,851-84.8% | $2,281-81.0% |
| Participant deferral / active EE | $693 | $2,588-73.2% | $3,517-80.3% | $3,203-78.4% |
| Admin fee / account holder | $511 | $3,207-84.1% | $4,510-88.7% | $4,296-88.1% |