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 | $122,034 | $100,326+21.6% | $180,183-32.3% | $84,808+43.9% |
| Participation rate | 78.6% | 71.0%+7.6pp | 77.4%+1.1pp | 68.3%+10.3pp |
| Annual return | 11.41% | 17.86%-6.4pp | 27.86%-16.4pp | 40.90%-29.5pp |
| Employer contribution / active EE | $0 | $3,269-100.0% | $5,039-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,508 | $5,066+8.7% | $6,822-19.3% | $4,212+30.8% |
| Admin fee / account holder | $11,626 | $9,674+20.2% | $19,975-41.8% | $7,344+58.3% |