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 | $114,225 | $123,793-7.7% | $177,821-35.8% | $79,858+43.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 8.21% | 22.82%-14.6pp | 48.32%-40.1pp | 31.71%-23.5pp |
| Employer contribution / active EE | $2,006 | $4,095-51.0% | $5,918-66.1% | $2,471-18.8% |
| Participant deferral / active EE | $1,665 | $5,956-72.0% | $7,714-78.4% | $3,740-55.5% |
| Admin fee / account holder | $10,263 | $7,243+41.7% | $12,427-17.4% | $5,306+93.4% |