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 | $69,047 | $144,119-52.1% | $117,854-41.4% | $147,584-53.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 13.09% | 531.15%-518.1pp | 335.08%-322.0pp | 578.55%-565.5pp |
| Employer contribution / active EE | $1,302 | $4,896-73.4% | $3,786-65.6% | $4,876-73.3% |
| Participant deferral / active EE | $1,455 | $5,316-72.6% | $4,482-67.5% | $5,439-73.2% |
| Admin fee / account holder | $1,417 | $10,886-87.0% | $8,020-82.3% | $10,885-87.0% |