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 4-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 | $53,308 | $159,901-66.7% | $146,958-63.7% | $145,922-63.5% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.2%+7.3pp | 80.3%+9.2pp |
| Annual return | 11.73% | 98.13%-86.4pp | 418.34%-406.6pp | 561.29%-549.6pp |
| Employer contribution / active EE | $1,866 | $5,286-64.7% | $4,933-62.2% | $4,660-60.0% |
| Participant deferral / active EE | $2,141 | $8,428-74.6% | $8,070-73.5% | $6,688-68.0% |
| Admin fee / account holder | $10,889 | $15,044-27.6% | $12,998-16.2% | $13,397-18.7% |