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 | $248,460 | $177,572+39.9% | $154,803+60.5% | $142,382+74.5% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 9.40% | 65.07%-55.7pp | 58.88%-49.5pp | 217.08%-207.7pp |
| Employer contribution / active EE | $1,537 | $4,810-68.1% | $4,305-64.3% | $4,299-64.3% |
| Participant deferral / active EE | $1,080 | $6,272-82.8% | $5,540-80.5% | $6,507-83.4% |
| Admin fee / account holder | $9,593 | $16,786-42.9% | $14,329-33.1% | $12,624-24.0% |