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 9-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 | $19,508 | $45,073-56.7% | $69,455-71.9% | $72,985-73.3% |
| Participation rate | 93.0% | 68.5%+24.5pp | 74.6%+18.4pp | 69.5%+23.5pp |
| Annual return | 0.03% | 22.65%-22.6pp | 28.97%-28.9pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,580 | $2,054-23.1% | $2,779-43.1% | $2,440-35.2% |
| Participant deferral / active EE | $482 | $2,602-81.5% | $3,535-86.4% | $3,607-86.6% |
| Admin fee / account holder | $1,396 | $3,056-54.3% | $3,839-63.6% | $5,124-72.8% |