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 | $69,872 | $148,978-53.1% | $200,582-65.2% | $84,808-17.6% |
| Participation rate | 97.0% | 84.2%+12.7pp | 86.9%+10.1pp | 68.3%+28.7pp |
| Annual return | 16.88% | 28.16%-11.3pp | 42.33%-25.5pp | 40.90%-24.0pp |
| Employer contribution / active EE | $2,901 | $4,815-39.7% | $6,419-54.8% | $2,631+10.3% |
| Participant deferral / active EE | $2,993 | $7,142-58.1% | $9,331-67.9% | $4,212-28.9% |
| Admin fee / account holder | $670 | $13,977-95.2% | $16,305-95.9% | $7,344-90.9% |