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 | $44,224 | $159,602-72.3% | $150,045-70.5% | $142,382-68.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | -1.61% | 70.24%-71.9pp | 62.55%-64.2pp | 217.08%-218.7pp |
| Employer contribution / active EE | $606 | $4,961-87.8% | $4,693-87.1% | $4,299-85.9% |
| Participant deferral / active EE | $2,853 | $8,310-65.7% | $7,997-64.3% | $6,507-56.2% |
| Admin fee / account holder | $64,309 | $14,846+333.2% | $13,435+378.7% | $12,624+409.4% |