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 | $209,226 | $197,591+5.9% | $177,821+17.7% | $158,922+31.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 5.01% | 58.76%-53.8pp | 48.32%-43.3pp | 302.83%-297.8pp |
| Employer contribution / active EE | $10,957 | $6,697+63.6% | $5,918+85.1% | $4,761+130.1% |
| Participant deferral / active EE | $2,280 | $8,405-72.9% | $7,714-70.4% | $5,982-61.9% |
| Admin fee / account holder | $753 | $15,399-95.1% | $12,427-93.9% | $11,246-93.3% |