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 | $32,908 | $165,984-80.2% | $164,813-80.0% | $145,922-77.4% |
| Participation rate | 95.8% | 82.0%+13.8pp | 78.6%+17.2pp | 80.3%+15.6pp |
| Annual return | 7.47% | 100.03%-92.6pp | 69.93%-62.5pp | 561.29%-553.8pp |
| Employer contribution / active EE | $2,083 | $5,273-60.5% | $4,341-52.0% | $4,660-55.3% |
| Participant deferral / active EE | $0 | $6,959-100.0% | $6,031-100.0% | $6,688-100.0% |
| Admin fee / account holder | $20,981 | $16,648+26.0% | $12,690+65.3% | $13,397+56.6% |