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 | $52,507 | $72,277-27.4% | $101,248-48.1% | $79,858-34.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 11.86% | 22.30%-10.4pp | 46.47%-34.6pp | 31.71%-19.9pp |
| Employer contribution / active EE | $2,256 | $2,692-16.2% | $3,660-38.4% | $2,471-8.7% |
| Participant deferral / active EE | $932 | $3,282-71.6% | $4,370-78.7% | $3,740-75.1% |
| Admin fee / account holder | $536 | $4,400-87.8% | $5,945-91.0% | $5,306-89.9% |