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 | $54,135 | $109,359-50.5% | $162,163-66.6% | $72,985-25.8% |
| Participation rate | 83.7% | 84.3%-0.6pp | 87.6%-3.9pp | 69.5%+14.2pp |
| Annual return | 19.71% | 25.46%-5.8pp | 115.59%-95.9pp | 81.00%-61.3pp |
| Employer contribution / active EE | $1,242 | $3,907-68.2% | $5,614-77.9% | $2,440-49.1% |
| Participant deferral / active EE | $2,401 | $5,481-56.2% | $7,298-67.1% | $3,607-33.4% |
| Admin fee / account holder | $1,631 | $7,972-79.5% | $10,843-85.0% | $5,124-68.2% |