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 | $50,058 | $112,881-55.7% | $90,951-45.0% | $158,922-68.5% |
| Participation rate | 80.0% | 74.7%+5.3pp | 69.0%+11.0pp | 82.0%-2.0pp |
| Annual return | 4.95% | 215.79%-210.8pp | 134.60%-129.7pp | 302.83%-297.9pp |
| Employer contribution / active EE | $3,300 | $2,893+14.1% | $2,122+55.5% | $4,761-30.7% |
| Participant deferral / active EE | $500 | $4,128-87.9% | $3,373-85.2% | $5,982-91.6% |
| Admin fee / account holder | $649 | $8,041-91.9% | $5,959-89.1% | $11,246-94.2% |