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 5-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 | $62,205 | $183,519-66.1% | $155,509-60.0% | $145,922-57.4% |
| Participation rate | 93.3% | 82.7%+10.7pp | 78.2%+15.1pp | 80.3%+13.1pp |
| Annual return | 19.65% | 61.17%-41.5pp | 64.67%-45.0pp | 561.29%-541.6pp |
| Employer contribution / active EE | $13,778 | $5,313+159.3% | $4,672+194.9% | $4,660+195.7% |
| Participant deferral / active EE | $1,242 | $6,462-80.8% | $5,626-77.9% | $6,688-81.4% |
| Admin fee / account holder | $335 | $19,313-98.3% | $15,912-97.9% | $13,397-97.5% |