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 7-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 | $65,680 | $197,591-66.8% | $177,821-63.1% | $158,922-58.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 14.96% | 58.76%-43.8pp | 48.32%-33.4pp | 302.83%-287.9pp |
| Employer contribution / active EE | $1,897 | $6,697-71.7% | $5,918-67.9% | $4,761-60.1% |
| Participant deferral / active EE | $1,040 | $8,405-87.6% | $7,714-86.5% | $5,982-82.6% |
| Admin fee / account holder | $374 | $15,399-97.6% | $12,427-97.0% | $11,246-96.7% |