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 | $187,410 | $68,346+174.2% | $94,646+98.0% | $75,163+149.3% |
| Participation rate | 73.0% | 76.1%-3.1pp | 80.8%-7.9pp | 67.2%+5.8pp |
| Annual return | 15.20% | 616.93%-601.7pp | 156.71%-141.5pp | 160.62%-145.4pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,603 | $6,537-29.6% | $7,418-37.9% | $4,125+11.6% |
| Admin fee / account holder | $1,260 | $5,326-76.3% | $7,231-82.6% | $5,651-77.7% |