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 | $156,533 | $64,348+143.3% | $90,160+73.6% | $70,131+123.2% |
| Participation rate | 98.0% | 70.4%+27.6pp | 76.9%+21.1pp | 69.5%+28.5pp |
| Annual return | 16.79% | 28.13%-11.3pp | 34.88%-18.1pp | 73.14%-56.4pp |
| Employer contribution / active EE | $4,586 | $2,046+124.2% | $3,318+38.2% | $2,342+95.8% |
| Participant deferral / active EE | $0 | $4,389-100.0% | $5,288-100.0% | $3,332-100.0% |
| Admin fee / account holder | $5,668 | $3,944+43.7% | $5,943-4.6% | $4,645+22.0% |