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 | $121,526 | $73,933+64.4% | $96,683+25.7% | $75,163+61.7% |
| Participation rate | 79.2% | 66.4%+12.8pp | 74.3%+4.9pp | 67.2%+12.1pp |
| Annual return | 8.68% | 26.70%-18.0pp | 35.69%-27.0pp | 160.62%-151.9pp |
| Employer contribution / active EE | $2,007 | $2,928-31.4% | $3,737-46.3% | $2,670-24.8% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,878-100.0% | $4,125-100.0% |
| Admin fee / account holder | $17,711 | $5,216+239.5% | $6,730+163.2% | $5,651+213.4% |