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 | $46,411 | $217,402-78.7% | $185,823-75.0% | $167,490-72.3% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 10.95% | 148.36%-137.4pp | 122.05%-111.1pp | 478.56%-467.6pp |
| Employer contribution / active EE | $1,482 | $5,873-74.8% | $5,167-71.3% | $4,837-69.4% |
| Participant deferral / active EE | $1,671 | $6,356-73.7% | $5,568-70.0% | $6,341-73.6% |
| Admin fee / account holder | $575 | $19,811-97.1% | $16,237-96.5% | $12,309-95.3% |