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 10-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 | $10,732 | $57,541-81.3% | $95,745-88.8% | $75,163-85.7% |
| Participation rate | 77.3% | 62.5%+14.8pp | 72.3%+5.0pp | 67.2%+10.1pp |
| Annual return | 11.37% | 34.93%-23.6pp | 28.35%-17.0pp | 160.62%-149.2pp |
| Employer contribution / active EE | $682 | $1,808-62.3% | $2,835-75.9% | $2,670-74.5% |
| Participant deferral / active EE | $795 | $3,074-74.1% | $4,245-81.3% | $4,125-80.7% |
| Admin fee / account holder | $673 | $4,099-83.6% | $5,678-88.1% | $5,651-88.1% |