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 | $158,568 | $102,317+55.0% | $146,958+7.9% | $80,856+96.1% |
| Participation rate | 74.4% | 75.8%-1.5pp | 82.2%-7.8pp | 67.6%+6.7pp |
| Annual return | 9.08% | 134.76%-125.7pp | 418.34%-409.3pp | 35.59%-26.5pp |
| Employer contribution / active EE | $706 | $3,713-81.0% | $4,933-85.7% | $2,755-74.4% |
| Participant deferral / active EE | $4,458 | $6,644-32.9% | $8,070-44.8% | $4,296+3.8% |
| Admin fee / account holder | $23,761 | $7,941+199.2% | $12,998+82.8% | $6,918+243.5% |