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 | $197,219 | $98,750+99.7% | $149,696+31.7% | $79,858+147.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 10.87% | 27.43%-16.6pp | 276.60%-265.7pp | 31.71%-20.8pp |
| Employer contribution / active EE | $4,844 | $3,216+50.6% | $4,644+4.3% | $2,471+96.0% |
| Participant deferral / active EE | $1,931 | $5,680-66.0% | $6,842-71.8% | $3,740-48.4% |
| Admin fee / account holder | $12,020 | $6,053+98.6% | $9,309+29.1% | $5,306+126.5% |