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 | $208,544 | $148,978+40.0% | $200,582+4.0% | $84,808+145.9% |
| Participation rate | 96.9% | 84.2%+12.6pp | 86.9%+10.0pp | 68.3%+28.6pp |
| Annual return | 13.41% | 28.16%-14.8pp | 42.33%-28.9pp | 40.90%-27.5pp |
| Employer contribution / active EE | $3,331 | $4,815-30.8% | $6,419-48.1% | $2,631+26.6% |
| Participant deferral / active EE | $2,873 | $7,142-59.8% | $9,331-69.2% | $4,212-31.8% |
| Admin fee / account holder | $587 | $13,977-95.8% | $16,305-96.4% | $7,344-92.0% |