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 | $44,799 | $77,660-42.3% | $109,143-59.0% | $79,386-43.6% |
| Participation rate | 89.0% | 67.8%+21.2pp | 75.9%+13.1pp | 70.7%+18.3pp |
| Annual return | 15.38% | 23.44%-8.1pp | 25.75%-10.4pp | 116.85%-101.5pp |
| Employer contribution / active EE | $5,249 | $2,797+87.6% | $3,722+41.0% | $2,427+116.2% |
| Participant deferral / active EE | $1,232 | $3,518-65.0% | $4,653-73.5% | $4,046-69.6% |
| Admin fee / account holder | $2,171 | $732+196.5% | $6,752-67.8% | $626+246.5% |