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 | $55,499 | $99,652-44.3% | $78,778-29.5% | $147,584-62.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 14.22% | 47.28%-33.1pp | 35.62%-21.4pp | 578.55%-564.3pp |
| Employer contribution / active EE | $1,348 | $2,796-51.8% | $1,986-32.1% | $4,876-72.4% |
| Participant deferral / active EE | $654 | $3,664-82.2% | $2,958-77.9% | $5,439-88.0% |
| Admin fee / account holder | $6,210 | $7,155-13.2% | $5,134+21.0% | $10,885-43.0% |