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 | $54,526 | $126,574-56.9% | $106,213-48.7% | $145,922-62.6% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 16.32% | 224.79%-208.5pp | 116.14%-99.8pp | 561.29%-545.0pp |
| Employer contribution / active EE | $1,013 | $3,730-72.8% | $3,171-68.1% | $4,660-78.3% |
| Participant deferral / active EE | $693 | $5,724-87.9% | $5,016-86.2% | $6,688-89.6% |
| Admin fee / account holder | $2,005 | $17,304-88.4% | $11,033-81.8% | $13,397-85.0% |