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 | $36,939 | $163,101-77.4% | $136,749-73.0% | $142,382-74.1% |
| Participation rate | 85.7% | 78.2%+7.5pp | 72.1%+13.6pp | 80.1%+5.6pp |
| Annual return | 19.60% | 27.54%-7.9pp | 24.33%-4.7pp | 217.08%-197.5pp |
| Employer contribution / active EE | $3,245 | $4,117-21.2% | $3,400-4.5% | $4,299-24.5% |
| Participant deferral / active EE | $608 | $5,585-89.1% | $4,692-87.0% | $6,507-90.7% |
| Admin fee / account holder | $366 | $14,318-97.4% | $11,386-96.8% | $12,624-97.1% |