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 | $39,484 | $150,440-73.8% | $136,294-71.0% | $147,584-73.2% |
| Participation rate | 90.0% | 84.4%+5.6pp | 81.9%+8.1pp | 82.8%+7.2pp |
| Annual return | 9.93% | 1049.08%-1039.2pp | 5155.94%-5146.0pp | 578.55%-568.6pp |
| Employer contribution / active EE | $1,462 | $5,256-72.2% | $4,695-68.9% | $4,876-70.0% |
| Participant deferral / active EE | $1,829 | $6,630-72.4% | $6,247-70.7% | $5,439-66.4% |
| Admin fee / account holder | $36,563 | $10,905+235.3% | $9,243+295.6% | $10,885+235.9% |