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 | $62,127 | $162,781-61.8% | $133,956-53.6% | $158,922-60.9% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 13.50% | 41.94%-28.4pp | 45.09%-31.6pp | 302.83%-289.3pp |
| Employer contribution / active EE | $1,177 | $4,975-76.3% | $3,919-70.0% | $4,761-75.3% |
| Participant deferral / active EE | $1,670 | $5,911-71.8% | $5,048-66.9% | $5,982-72.1% |
| Admin fee / account holder | $491 | $11,736-95.8% | $8,927-94.5% | $11,246-95.6% |