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 | $28,506 | $45,073-36.8% | $69,455-59.0% | $72,985-60.9% |
| Participation rate | 95.9% | 68.5%+27.4pp | 74.6%+21.3pp | 69.5%+26.4pp |
| Annual return | 19.68% | 22.65%-3.0pp | 28.97%-9.3pp | 81.00%-61.3pp |
| Employer contribution / active EE | $730 | $2,054-64.5% | $2,779-73.7% | $2,440-70.1% |
| Participant deferral / active EE | $731 | $2,602-71.9% | $3,535-79.3% | $3,607-79.7% |
| Admin fee / account holder | $474 | $3,056-84.5% | $3,839-87.6% | $5,124-90.7% |