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 | $48,550 | $176,056-72.4% | $159,436-69.5% | $167,490-71.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.23% | 331.75%-315.5pp | 263.57%-247.3pp | 478.56%-462.3pp |
| Employer contribution / active EE | $1,485 | $5,297-72.0% | $4,829-69.3% | $4,837-69.3% |
| Participant deferral / active EE | $2,409 | $7,750-68.9% | $7,352-67.2% | $6,341-62.0% |
| Admin fee / account holder | $490 | $12,554-96.1% | $10,799-95.5% | $12,309-96.0% |