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 | $90,618 | $202,318-55.2% | $172,739-47.5% | $152,861-40.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 6.21% | 1029.65%-1023.4pp | 802.84%-796.6pp | 345.32%-339.1pp |
| Employer contribution / active EE | $8,564 | $5,856+46.2% | $5,143+66.5% | $4,762+79.8% |
| Participant deferral / active EE | $358 | $5,948-94.0% | $5,198-93.1% | $5,850-93.9% |
| Admin fee / account holder | $19,340 | $17,109+13.0% | $13,954+38.6% | $11,596+66.8% |