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 | $107,998 | $85,766+25.9% | $136,294-20.8% | $70,131+54.0% |
| Participation rate | 85.5% | 74.2%+11.3pp | 81.9%+3.6pp | 69.5%+15.9pp |
| Annual return | 11.84% | 31.45%-19.6pp | 5155.94%-5144.1pp | 73.14%-61.3pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,447 | $5,051-12.0% | $6,247-28.8% | $3,332+33.5% |
| Admin fee / account holder | $9,232 | $5,420+70.3% | $9,243-0.1% | $4,645+98.7% |