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 | $141,736 | $93,571+51.5% | $135,903+4.3% | $75,163+88.6% |
| Participation rate | 93.5% | 75.2%+18.4pp | 81.9%+11.6pp | 67.2%+26.4pp |
| Annual return | 9.37% | 30.90%-21.5pp | 68.23%-58.9pp | 160.62%-151.2pp |
| Employer contribution / active EE | $7,182 | $3,537+103.1% | $4,856+47.9% | $2,670+169.0% |
| Participant deferral / active EE | $2,435 | $6,404-62.0% | $7,758-68.6% | $4,125-41.0% |
| Admin fee / account holder | $7,379 | $6,975+5.8% | $10,762-31.4% | $5,651+30.6% |