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 | $67,474 | $125,758-46.3% | $169,993-60.3% | $75,163-10.2% |
| Participation rate | 74.4% | 83.6%-9.2pp | 87.0%-12.6pp | 67.2%+7.2pp |
| Annual return | 13.78% | 27.20%-13.4pp | 53.37%-39.6pp | 160.62%-146.8pp |
| Employer contribution / active EE | $1,483 | $4,615-67.9% | $6,785-78.1% | $2,670-44.5% |
| Participant deferral / active EE | $1,994 | $6,837-70.8% | $10,408-80.8% | $4,125-51.7% |
| Admin fee / account holder | $7,139 | $8,173-12.7% | $12,815-44.3% | $5,651+26.3% |