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 | $228,224 | $114,381+99.5% | $107,525+112.3% | $142,382+60.3% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 10.97% | 242.71%-231.7pp | 181.32%-170.3pp | 217.08%-206.1pp |
| Employer contribution / active EE | $48 | $4,015-98.8% | $3,754-98.7% | $4,299-98.9% |
| Participant deferral / active EE | $5,836 | $5,564+4.9% | $5,116+14.1% | $6,507-10.3% |
| Admin fee / account holder | $1,833 | $9,860-81.4% | $8,919-79.4% | $12,624-85.5% |