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.
Employer 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 | $111,476 | $159,901-30.3% | $146,958-24.1% | $145,922-23.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.22% | 98.13%-92.9pp | 418.34%-413.1pp | 561.29%-556.1pp |
| Employer contribution / active EE | $878 | $5,286-83.4% | $4,933-82.2% | $4,660-81.2% |
| Participant deferral / active EE | $5,098 | $8,428-39.5% | $8,070-36.8% | $6,688-23.8% |
| Admin fee / account holder | $2,606 | $15,044-82.7% | $12,998-79.9% | $13,397-80.5% |