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 | $65,876 | $177,572-62.9% | $154,803-57.4% | $142,382-53.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 35.45% | 65.07%-29.6pp | 58.88%-23.4pp | 217.08%-181.6pp |
| Employer contribution / active EE | $3,713 | $4,810-22.8% | $4,305-13.8% | $4,299-13.6% |
| Participant deferral / active EE | $0 | $6,272-100.0% | $5,540-100.0% | $6,507-100.0% |
| Admin fee / account holder | $501 | $16,786-97.0% | $14,329-96.5% | $12,624-96.0% |