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 4-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 | $54,590 | $81,460-33.0% | $103,333-47.2% | $80,856-32.5% |
| Participation rate | 82.1% | 66.8%+15.3pp | 74.5%+7.6pp | 67.6%+14.5pp |
| Annual return | 7.22% | 25.55%-18.3pp | 24.88%-17.7pp | 35.59%-28.4pp |
| Employer contribution / active EE | $8,232 | $3,105+165.1% | $3,868+112.8% | $2,755+198.8% |
| Participant deferral / active EE | $753 | $3,869-80.5% | $5,057-85.1% | $4,296-82.5% |
| Admin fee / account holder | $4,050 | $6,566-38.3% | $8,355-51.5% | $6,918-41.5% |