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 | $184,538 | $179,726+2.7% | $156,263+18.1% | $142,382+29.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 8.40% | 77.86%-69.5pp | 59.47%-51.1pp | 217.08%-208.7pp |
| Employer contribution / active EE | $1,616 | $5,069-68.1% | $4,333-62.7% | $4,299-62.4% |
| Participant deferral / active EE | $113 | $6,956-98.4% | $6,158-98.2% | $6,507-98.3% |
| Admin fee / account holder | $10,924 | $17,272-36.8% | $14,255-23.4% | $12,624-13.5% |