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 | $138,265 | $137,414+0.6% | $189,513-27.0% | $85,850+61.1% |
| Participation rate | 85.7% | 84.6%+1.1pp | 87.8%-2.1pp | 69.3%+16.4pp |
| Annual return | 9.23% | 38.14%-28.9pp | 555.15%-545.9pp | 318.53%-309.3pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,162-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $10,278 | $6,260+64.2% | $8,221+25.0% | $3,952+160.1% |
| Admin fee / account holder | $22,152 | $8,630+156.7% | $12,045+83.9% | $6,260+253.9% |