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 | $59,208 | $114,381-48.2% | $107,525-44.9% | $142,382-58.4% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 12.10% | 242.71%-230.6pp | 181.32%-169.2pp | 217.08%-205.0pp |
| Employer contribution / active EE | $6,213 | $4,015+54.8% | $3,754+65.5% | $4,299+44.5% |
| Participant deferral / active EE | $1,219 | $5,564-78.1% | $5,116-76.2% | $6,507-81.3% |
| Admin fee / account holder | $6,811 | $9,860-30.9% | $8,919-23.6% | $12,624-46.0% |