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 5-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 | $20,294 | $189,613-89.3% | $167,512-87.9% | $142,382-85.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 6.12% | 2024.68%-2018.6pp | 1615.79%-1609.7pp | 217.08%-211.0pp |
| Employer contribution / active EE | $240 | $4,349-94.5% | $3,882-93.8% | $4,299-94.4% |
| Participant deferral / active EE | $3,000 | $6,981-57.0% | $6,405-53.2% | $6,507-53.9% |
| Admin fee / account holder | $21,389 | $10,528+103.2% | $9,769+118.9% | $12,624+69.4% |