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 | $109,754 | $138,562-20.8% | $246,525-55.5% | $116,875-6.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 82.0%+18.0pp | 74.5%+25.5pp |
| Annual return | 16.29% | 16.14%+0.1pp | 0.46%+15.8pp | 16.29%0pp |
| Employer contribution / active EE | $14,615 | $4,835+202.3% | $7,467+95.7% | $3,288+344.5% |
| Participant deferral / active EE | $0 | $4,207-100.0% | $5,422-100.0% | $3,885-100.0% |
| Admin fee / account holder | $4,080 | $18,110-77.5% | $16,551-75.3% | $12,263-66.7% |