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 6-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 | $77,831 | $185,822-58.1% | $169,993-54.2% | $139,434-44.2% |
| Participation rate | 95.7% | 87.8%+7.9pp | 87.0%+8.7pp | 80.3%+15.3pp |
| Annual return | -51.35% | 60.50%-111.8pp | 53.37%-104.7pp | 372.94%-424.3pp |
| Employer contribution / active EE | $18,049 | $7,590+137.8% | $6,785+166.0% | $4,751+279.9% |
| Participant deferral / active EE | $0 | $11,622-100.0% | $10,408-100.0% | $6,710-100.0% |
| Admin fee / account holder | $13,352 | $15,381-13.2% | $12,815+4.2% | $11,403+17.1% |