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 | $42,076 | $95,803-56.1% | $113,168-62.8% | $84,808-50.4% |
| Participation rate | 96.3% | 72.9%+23.5pp | 76.6%+19.8pp | 68.3%+28.0pp |
| Annual return | 10.83% | 25.00%-14.2pp | 24.27%-13.4pp | 40.90%-30.1pp |
| Employer contribution / active EE | $1,524 | $2,360-35.4% | $2,975-48.8% | $2,631-42.1% |
| Participant deferral / active EE | $1,024 | $4,242-75.9% | $5,107-80.0% | $4,212-75.7% |
| Admin fee / account holder | $1,081 | $8,989-88.0% | $12,068-91.0% | $7,344-85.3% |