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 | $57,198 | $201,272-71.6% | $184,203-68.9% | $145,922-60.8% |
| Participation rate | 71.4% | 87.5%-16.1pp | 86.8%-15.4pp | 80.3%-8.8pp |
| Annual return | 8.95% | 29.00%-20.1pp | 28.81%-19.9pp | 561.29%-552.3pp |
| Employer contribution / active EE | $255 | $7,022-96.4% | $6,427-96.0% | $4,660-94.5% |
| Participant deferral / active EE | $4,019 | $9,806-59.0% | $9,131-56.0% | $6,688-39.9% |
| Admin fee / account holder | $5,292 | $16,364-67.7% | $13,901-61.9% | $13,397-60.5% |