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 | $29,356 | $105,181-72.1% | $159,436-81.6% | $85,850-65.8% |
| Participation rate | 75.7% | 75.8%-0.1pp | 82.8%-7.1pp | 69.3%+6.4pp |
| Annual return | 11.36% | 45.07%-33.7pp | 263.57%-252.2pp | 318.53%-307.2pp |
| Employer contribution / active EE | $1,027 | $3,318-69.1% | $4,829-78.7% | $2,565-60.0% |
| Participant deferral / active EE | $2,236 | $5,945-62.4% | $7,352-69.6% | $3,952-43.4% |
| Admin fee / account holder | $890 | $6,933-87.2% | $10,799-91.8% | $6,260-85.8% |