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 | $154,093 | $152,587+1.0% | $125,175+23.1% | $152,861+0.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 9.56% | 54.84%-45.3pp | 43.79%-34.2pp | 345.32%-335.8pp |
| Employer contribution / active EE | $17,809 | $4,946+260.0% | $3,865+360.7% | $4,762+273.9% |
| Participant deferral / active EE | $1,455 | $5,868-75.2% | $4,937-70.5% | $5,850-75.1% |
| Admin fee / account holder | $1,151 | $13,434-91.4% | $9,702-88.1% | $11,596-90.1% |