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 | $84,454 | $138,347-39.0% | $184,203-54.2% | $80,856+4.4% |
| Participation rate | 77.5% | 83.9%-6.4pp | 86.8%-9.3pp | 67.6%+9.9pp |
| Annual return | 13.03% | 20.02%-7.0pp | 28.81%-15.8pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,529 | $4,850-68.5% | $6,427-76.2% | $2,755-44.5% |
| Participant deferral / active EE | $1,996 | $7,071-71.8% | $9,131-78.1% | $4,296-53.5% |
| Admin fee / account holder | $16,574 | $10,483+58.1% | $13,901+19.2% | $6,918+139.6% |