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 | $44,437 | $109,413-59.4% | $156,263-71.6% | $84,808-47.6% |
| Participation rate | 84.6% | 72.7%+11.9pp | 78.9%+5.7pp | 68.3%+16.3pp |
| Annual return | 18.17% | 20.18%-2.0pp | 59.47%-41.3pp | 40.90%-22.7pp |
| Employer contribution / active EE | $1,339 | $2,907-53.9% | $4,333-69.1% | $2,631-49.1% |
| Participant deferral / active EE | $1,650 | $4,590-64.0% | $6,158-73.2% | $4,212-60.8% |
| Admin fee / account holder | $2,463 | $9,357-73.7% | $14,255-82.7% | $7,344-66.5% |