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 | $106,842 | $65,365+63.5% | $92,893+15.0% | $72,985+46.4% |
| Participation rate | 98.3% | 68.3%+30.0pp | 76.0%+22.3pp | 69.5%+28.8pp |
| Annual return | 16.14% | 42.10%-26.0pp | 109.41%-93.3pp | 81.00%-64.9pp |
| Employer contribution / active EE | $5,417 | $2,594+108.8% | $3,653+48.3% | $2,440+122.0% |
| Participant deferral / active EE | $935 | $3,128-70.1% | $4,236-77.9% | $3,607-74.1% |
| Admin fee / account holder | $13,678 | $4,251+221.7% | $5,794+136.1% | $5,124+166.9% |