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 | $121,131 | $24,730+389.8% | $66,042+83.4% | $84,808+42.8% |
| Participation rate | 96.4% | 68.1%+28.3pp | 67.5%+28.9pp | 68.3%+28.1pp |
| Annual return | 12.57% | 79.55%-67.0pp | 52.11%-39.5pp | 40.90%-28.3pp |
| Employer contribution / active EE | $4,464 | $857+421.1% | $1,579+182.7% | $2,631+69.7% |
| Participant deferral / active EE | $0 | $1,737-100.0% | $2,835-100.0% | $4,212-100.0% |
| Admin fee / account holder | $4,871 | $3,014+61.6% | $5,747-15.2% | $7,344-33.7% |