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 | $45,918 | $104,251-56.0% | $91,001-49.5% | $147,584-68.9% |
| Participation rate | 72.7% | 78.2%-5.5pp | 75.6%-2.9pp | 82.8%-10.1pp |
| Annual return | 9.89% | 27.06%-17.2pp | 4.60%+5.3pp | 578.55%-568.7pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,023 | $4,195-75.6% | $3,547-71.2% | $5,439-81.2% |
| Admin fee / account holder | $1,333 | $8,948-85.1% | $5,417-75.4% | $10,885-87.8% |