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 | $85,592 | $197,591-56.7% | $177,821-51.9% | $158,922-46.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 17.75% | 58.76%-41.0pp | 48.32%-30.6pp | 302.83%-285.1pp |
| Employer contribution / active EE | $2,174 | $6,697-67.5% | $5,918-63.3% | $4,761-54.3% |
| Participant deferral / active EE | $1,492 | $8,405-82.2% | $7,714-80.7% | $5,982-75.1% |
| Admin fee / account holder | $49,347 | $15,399+220.4% | $12,427+297.1% | $11,246+338.8% |