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 | $130,170 | $202,318-35.7% | $172,739-24.6% | $152,861-14.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 2.71% | 1029.65%-1026.9pp | 802.84%-800.1pp | 345.32%-342.6pp |
| Employer contribution / active EE | $11,411 | $5,856+94.9% | $5,143+121.9% | $4,762+139.6% |
| Participant deferral / active EE | $802 | $5,948-86.5% | $5,198-84.6% | $5,850-86.3% |
| Admin fee / account holder | $28,994 | $17,109+69.5% | $13,954+107.8% | $11,596+150.0% |