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 | $69,964 | $109,359-36.0% | $162,163-56.9% | $72,985-4.1% |
| Participation rate | 75.5% | 84.3%-8.8pp | 87.6%-12.1pp | 69.5%+6.0pp |
| Annual return | 31.27% | 25.46%+5.8pp | 115.59%-84.3pp | 81.00%-49.7pp |
| Employer contribution / active EE | $1,307 | $3,907-66.5% | $5,614-76.7% | $2,440-46.4% |
| Participant deferral / active EE | $2,197 | $5,481-59.9% | $7,298-69.9% | $3,607-39.1% |
| Admin fee / account holder | $2,444 | $7,972-69.3% | $10,843-77.5% | $5,124-52.3% |