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 | $40,232 | $37,426+7.5% | $77,482-48.1% | $79,858-49.6% |
| Participation rate | 97.0% | 41.5%+55.5pp | 54.2%+42.8pp | 69.6%+27.3pp |
| Annual return | 25.26% | 39.70%-14.4pp | 54.79%-29.5pp | 31.71%-6.5pp |
| Employer contribution / active EE | $635 | $637-0.2% | $986-35.6% | $2,471-74.3% |
| Participant deferral / active EE | $0 | $1,260-100.0% | $1,861-100.0% | $3,740-100.0% |
| Admin fee / account holder | $7,018 | $2,504+180.3% | $2,858+145.6% | $5,306+32.2% |