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 | $124,464 | $209,411-40.6% | $178,490-30.3% | $158,922-21.7% |
| Participation rate | 71.4% | 86.3%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | -0.99% | 188.75%-189.7pp | 151.07%-152.1pp | 302.83%-303.8pp |
| Employer contribution / active EE | $1,032 | $5,706-81.9% | $5,011-79.4% | $4,761-78.3% |
| Participant deferral / active EE | $2,774 | $5,954-53.4% | $5,202-46.7% | $5,982-53.6% |
| Admin fee / account holder | $1,269 | $17,074-92.6% | $13,984-90.9% | $11,246-88.7% |