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 | $163,497 | $81,460+100.7% | $103,333+58.2% | $80,856+102.2% |
| Participation rate | 94.3% | 66.8%+27.4pp | 74.5%+19.8pp | 67.6%+26.6pp |
| Annual return | 19.98% | 25.55%-5.6pp | 24.88%-4.9pp | 35.59%-15.6pp |
| Employer contribution / active EE | $10,737 | $3,105+245.8% | $3,868+177.6% | $2,755+289.8% |
| Participant deferral / active EE | $349 | $3,869-91.0% | $5,057-93.1% | $4,296-91.9% |
| Admin fee / account holder | $2,675 | $6,566-59.3% | $8,355-68.0% | $6,918-61.3% |