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 8-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 | $22,604 | $103,376-78.1% | $87,100-74.0% | $152,861-85.2% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.9%+3.1pp | 82.4%-2.4pp |
| Annual return | 15.34% | 28.10%-12.8pp | 28.19%-12.9pp | 345.32%-330.0pp |
| Employer contribution / active EE | $1,195 | $3,220-62.9% | $2,521-52.6% | $4,762-74.9% |
| Participant deferral / active EE | $1,339 | $4,778-72.0% | $4,049-66.9% | $5,850-77.1% |
| Admin fee / account holder | $2,294 | $12,205-81.2% | $7,497-69.4% | $11,596-80.2% |