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 | $69,997 | $160,055-56.3% | $140,016-50.0% | $135,375-48.3% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.5%+2.5pp | 82.6%+7.4pp |
| Annual return | 5.45% | 911.38%-905.9pp | 651.12%-645.7pp | 519.73%-514.3pp |
| Employer contribution / active EE | $1,370 | $6,420-78.7% | $5,606-75.6% | $4,779-71.3% |
| Participant deferral / active EE | $2,055 | $7,642-73.1% | $6,927-70.3% | $5,609-63.4% |
| Admin fee / account holder | $1,091 | $13,328-91.8% | $10,705-89.8% | $10,827-89.9% |