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 | $158,790 | $101,724+56.1% | $164,813-3.7% | $80,856+96.4% |
| Participation rate | 90.3% | 71.8%+18.5pp | 78.6%+11.7pp | 67.6%+22.7pp |
| Annual return | 10.26% | 16.72%-6.5pp | 69.93%-59.7pp | 35.59%-25.3pp |
| Employer contribution / active EE | $7,426 | $2,953+151.4% | $4,341+71.1% | $2,755+169.6% |
| Participant deferral / active EE | $1,882 | $4,477-58.0% | $6,031-68.8% | $4,296-56.2% |
| Admin fee / account holder | $3,241 | $8,227-60.6% | $12,690-74.5% | $6,918-53.2% |