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 | $69,438 | $167,307-58.5% | $143,757-51.7% | $134,475-48.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -24.70% | 0.46%-25.2pp | -0.04%-24.7pp | 417.96%-442.7pp |
| Employer contribution / active EE | $774 | $5,619-86.2% | $4,951-84.4% | $4,740-83.7% |
| Participant deferral / active EE | $7,055 | $6,446+9.5% | $5,637+25.2% | $6,400+10.2% |
| Admin fee / account holder | $3,750 | $18,088-79.3% | $14,673-74.4% | $11,426-67.2% |