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 | $61,357 | $183,519-66.6% | $155,509-60.5% | $145,922-58.0% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 7.12% | 61.17%-54.0pp | 64.67%-57.5pp | 561.29%-554.2pp |
| Employer contribution / active EE | $509 | $5,313-90.4% | $4,672-89.1% | $4,660-89.1% |
| Participant deferral / active EE | $10,193 | $6,462+57.7% | $5,626+81.2% | $6,688+52.4% |
| Admin fee / account holder | $1,173 | $19,313-93.9% | $15,912-92.6% | $13,397-91.2% |