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 5-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 | $45,990 | $106,584-56.9% | $101,326-54.6% | $142,382-67.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 17.29% | 36.93%-19.6pp | 36.82%-19.5pp | 217.08%-199.8pp |
| Employer contribution / active EE | $2,100 | $3,956-46.9% | $3,665-42.7% | $4,299-51.2% |
| Participant deferral / active EE | $2,100 | $8,297-74.7% | $7,994-73.7% | $6,507-67.7% |
| Admin fee / account holder | $314 | $11,446-97.3% | $11,185-97.2% | $12,624-97.5% |