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 | $34,021 | $112,096-69.7% | $95,952-64.5% | $158,922-78.6% |
| Participation rate | 73.3% | 79.0%-5.6pp | 77.1%-3.7pp | 82.0%-8.6pp |
| Annual return | 24.19% | 171.09%-146.9pp | 91.61%-67.4pp | 302.83%-278.6pp |
| Employer contribution / active EE | $829 | $3,198-74.1% | $2,541-67.4% | $4,761-82.6% |
| Participant deferral / active EE | $1,021 | $4,784-78.7% | $4,167-75.5% | $5,982-82.9% |
| Admin fee / account holder | $792 | $10,130-92.2% | $6,795-88.3% | $11,246-93.0% |