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 | $75,155 | $65,365+15.0% | $92,893-19.1% | $72,985+3.0% |
| Participation rate | 88.8% | 68.3%+20.4pp | 76.0%+12.7pp | 69.5%+19.3pp |
| Annual return | 15.89% | 42.10%-26.2pp | 109.41%-93.5pp | 81.00%-65.1pp |
| Employer contribution / active EE | $2,250 | $2,594-13.3% | $3,653-38.4% | $2,440-7.8% |
| Participant deferral / active EE | $1,242 | $3,128-60.3% | $4,236-70.7% | $3,607-65.6% |
| Admin fee / account holder | $3,729 | $4,251-12.3% | $5,794-35.6% | $5,124-27.2% |