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.
Employer 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 | $171,229 | $98,750+73.4% | $149,696+14.4% | $79,858+114.4% |
| Participation rate | 79.2% | 75.8%+3.5pp | 82.5%-3.2pp | 69.6%+9.6pp |
| Annual return | 11.23% | 27.43%-16.2pp | 276.60%-265.4pp | 31.71%-20.5pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,712 | $5,680-17.1% | $6,842-31.1% | $3,740+26.0% |
| Admin fee / account holder | $19,886 | $6,053+228.6% | $9,309+113.6% | $5,306+274.8% |