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 | $54,352 | $81,208-33.1% | $98,907-45.0% | $79,858-31.9% |
| Participation rate | 93.5% | 72.5%+21.0pp | 76.0%+17.5pp | 69.6%+23.9pp |
| Annual return | 6.25% | 60.99%-54.7pp | 196.43%-190.2pp | 31.71%-25.5pp |
| Employer contribution / active EE | $3,128 | $1,960+59.6% | $2,689+16.3% | $2,471+26.6% |
| Participant deferral / active EE | $1,088 | $3,265-66.7% | $4,244-74.4% | $3,740-70.9% |
| Admin fee / account holder | $2,457 | $6,013-59.1% | $6,642-63.0% | $5,306-53.7% |