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 | $177,696 | $167,307+6.2% | $143,757+23.6% | $134,475+32.1% |
| Participation rate | 84.6% | 84.8%-0.2pp | 80.3%+4.3pp | 81.2%+3.4pp |
| Annual return | -23.27% | 0.46%-23.7pp | -0.04%-23.2pp | 417.96%-441.2pp |
| Employer contribution / active EE | $1,282 | $5,619-77.2% | $4,951-74.1% | $4,740-73.0% |
| Participant deferral / active EE | $1,787 | $6,446-72.3% | $5,637-68.3% | $6,400-72.1% |
| Admin fee / account holder | $705 | $18,088-96.1% | $14,673-95.2% | $11,426-93.8% |