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 | $115,636 | $83,902+37.8% | $167,512-31.0% | $84,808+36.4% |
| Participation rate | 71.0% | 66.5%+4.5pp | 77.1%-6.1pp | 68.3%+2.7pp |
| Annual return | 12.07% | 91.55%-79.5pp | 1615.79%-1603.7pp | 40.90%-28.8pp |
| Employer contribution / active EE | $301 | $2,264-86.7% | $3,882-92.2% | $2,631-88.5% |
| Participant deferral / active EE | $6,868 | $4,442+54.6% | $6,405+7.2% | $4,212+63.1% |
| Admin fee / account holder | $17,196 | $7,915+117.3% | $9,769+76.0% | $7,344+134.2% |