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 | $37,113 | $153,772-75.9% | $133,980-72.3% | $273,961-86.5% |
| Participation rate | 91.7% | 88.4%+3.3pp | 87.1%+4.6pp | 83.0%+8.7pp |
| Annual return | 7.34% | 36.51%-29.2pp | 29.30%-22.0pp | 41.45%-34.1pp |
| Employer contribution / active EE | $2,388 | $6,029-60.4% | $5,211-54.2% | $4,869-50.9% |
| Participant deferral / active EE | $2,145 | $6,958-69.2% | $6,282-65.8% | $5,287-59.4% |
| Admin fee / account holder | $5,791 | $11,765-50.8% | $9,324-37.9% | $10,132-42.8% |