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 | $208,808 | $148,978+40.2% | $200,582+4.1% | $84,808+146.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 12.91% | 28.16%-15.3pp | 42.33%-29.4pp | 40.90%-28.0pp |
| Employer contribution / active EE | $12,819 | $4,815+166.2% | $6,419+99.7% | $2,631+387.2% |
| Participant deferral / active EE | $1,463 | $7,142-79.5% | $9,331-84.3% | $4,212-65.3% |
| Admin fee / account holder | $19,752 | $13,977+41.3% | $16,305+21.1% | $7,344+169.0% |