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 | $111,733 | $157,256-28.9% | $141,162-20.8% | $152,861-26.9% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 1.09% | 64.32%-63.2pp | 71.39%-70.3pp | 345.32%-344.2pp |
| Employer contribution / active EE | $2,795 | $5,261-46.9% | $4,735-41.0% | $4,762-41.3% |
| Participant deferral / active EE | $1,250 | $7,109-82.4% | $6,709-81.4% | $5,850-78.6% |
| Admin fee / account holder | $4,169 | $12,120-65.6% | $10,261-59.4% | $11,596-64.1% |