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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,536 | $183,519-25.6% | $155,509-12.2% | $145,922-6.4% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 12.80% | 61.17%-48.4pp | 64.67%-51.9pp | 561.29%-548.5pp |
| Employer contribution / active EE | $3,034 | $5,313-42.9% | $4,672-35.1% | $4,660-34.9% |
| Participant deferral / active EE | $1,625 | $6,462-74.9% | $5,626-71.1% | $6,688-75.7% |
| Admin fee / account holder | $764 | $19,313-96.0% | $15,912-95.2% | $13,397-94.3% |