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 | $42,764 | $89,753-52.4% | $107,525-60.2% | $84,808-49.6% |
| Participation rate | 84.6% | 68.1%+16.6pp | 75.1%+9.5pp | 68.3%+16.3pp |
| Annual return | 24.57% | 29.48%-4.9pp | 181.32%-156.7pp | 40.90%-16.3pp |
| Employer contribution / active EE | $8,019 | $3,113+157.6% | $3,754+113.6% | $2,631+204.8% |
| Participant deferral / active EE | $493 | $4,056-87.8% | $5,116-90.4% | $4,212-88.3% |
| Admin fee / account holder | $3,702 | $7,222-48.7% | $8,919-58.5% | $7,344-49.6% |