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 | $34,679 | $169,032-79.5% | $129,207-73.2% | $145,922-76.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 4.23% | 14330.11%-14325.9pp | 9417.33%-9413.1pp | 561.29%-557.1pp |
| Employer contribution / active EE | $64 | $5,537-98.9% | $4,153-98.5% | $4,660-98.6% |
| Participant deferral / active EE | $845 | $4,987-83.1% | $4,168-79.7% | $6,688-87.4% |
| Admin fee / account holder | $82,249 | $9,954+726.3% | $7,715+966.1% | $13,397+513.9% |