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.
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 | $51,831 | $78,705-34.1% | $117,854-56.0% | $70,131-26.1% |
| Participation rate | 70.4% | 73.2%-2.8pp | 79.7%-9.3pp | 69.5%+0.8pp |
| Annual return | 4.53% | 23.30%-18.8pp | 335.08%-330.6pp | 73.14%-68.6pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,055 | $3,297-7.3% | $4,482-31.8% | $3,332-8.3% |
| Admin fee / account holder | $5,094 | $5,065+0.6% | $8,020-36.5% | $4,645+9.7% |