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 | $104,816 | $179,726-41.7% | $156,263-32.9% | $142,382-26.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 27.11% | 77.86%-50.7pp | 59.47%-32.4pp | 217.08%-190.0pp |
| Employer contribution / active EE | $0 | $5,069-100.0% | $4,333-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,042 | $6,956-85.0% | $6,158-83.1% | $6,507-84.0% |
| Admin fee / account holder | $12,333 | $17,272-28.6% | $14,255-13.5% | $12,624-2.3% |