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 7-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 | $20,544 | $159,901-87.2% | $146,958-86.0% | $145,922-85.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | -12.72% | 98.13%-110.9pp | 418.34%-431.1pp | 561.29%-574.0pp |
| Employer contribution / active EE | $2,050 | $5,286-61.2% | $4,933-58.4% | $4,660-56.0% |
| Participant deferral / active EE | $1,500 | $8,428-82.2% | $8,070-81.4% | $6,688-77.6% |
| Admin fee / account holder | $9,399 | $15,044-37.5% | $12,998-27.7% | $13,397-29.8% |