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 | $184,439 | $95,803+92.5% | $113,168+63.0% | $84,808+117.5% |
| Participation rate | 72.0% | 72.9%-0.9pp | 76.6%-4.6pp | 68.3%+3.7pp |
| Annual return | 9.51% | 25.00%-15.5pp | 24.27%-14.8pp | 40.90%-31.4pp |
| Employer contribution / active EE | $576 | $2,360-75.6% | $2,975-80.6% | $2,631-78.1% |
| Participant deferral / active EE | $5,366 | $4,242+26.5% | $5,107+5.1% | $4,212+27.4% |
| Admin fee / account holder | $1,649 | $8,989-81.7% | $12,068-86.3% | $7,344-77.5% |