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 | $46,833 | $114,381-59.1% | $107,525-56.4% | $142,382-67.1% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 15.62% | 242.71%-227.1pp | 181.32%-165.7pp | 217.08%-201.5pp |
| Employer contribution / active EE | $4,796 | $4,015+19.5% | $3,754+27.8% | $4,299+11.6% |
| Participant deferral / active EE | $471 | $5,564-91.5% | $5,116-90.8% | $6,507-92.8% |
| Admin fee / account holder | $1,582 | $9,860-84.0% | $8,919-82.3% | $12,624-87.5% |