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.
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 | $60,200 | $82,664-27.2% | $125,339-52.0% | $68,494-12.1% |
| Participation rate | 77.2% | 75.0%+2.2pp | 82.4%-5.2pp | 67.9%+9.3pp |
| Annual return | -19.83% | -5.97%-13.9pp | 572.05%-591.9pp | -7.84%-12.0pp |
| Employer contribution / active EE | $620 | $3,381-81.7% | $4,814-87.1% | $2,596-76.1% |
| Participant deferral / active EE | $13,936 | $6,110+128.1% | $7,446+87.2% | $4,027+246.1% |
| Admin fee / account holder | $2,366 | $6,275-62.3% | $10,010-76.4% | $5,403-56.2% |