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 | $146,989 | $197,591-25.6% | $177,821-17.3% | $158,922-7.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 6.24% | 58.76%-52.5pp | 48.32%-42.1pp | 302.83%-296.6pp |
| Employer contribution / active EE | $911 | $6,697-86.4% | $5,918-84.6% | $4,761-80.9% |
| Participant deferral / active EE | $6,010 | $8,405-28.5% | $7,714-22.1% | $5,982+0.5% |
| Admin fee / account holder | $26,400 | $15,399+71.4% | $12,427+112.4% | $11,246+134.8% |