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 | $28,028 | $89,355-68.6% | $141,162-80.1% | $72,985-61.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 10.52% | 111.85%-101.3pp | 71.39%-60.9pp | 81.00%-70.5pp |
| Employer contribution / active EE | $3,987 | $3,114+28.0% | $4,735-15.8% | $2,440+63.4% |
| Participant deferral / active EE | $1,463 | $5,418-73.0% | $6,709-78.2% | $3,607-59.5% |
| Admin fee / account holder | $3,365 | $5,958-43.5% | $10,261-67.2% | $5,124-34.3% |