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 | $65,144 | $98,240-33.7% | $82,313-20.9% | $147,584-55.9% |
| Participation rate | 75.0% | 79.7%-4.7pp | 76.9%-1.9pp | 82.8%-7.8pp |
| Annual return | 11.65% | 30.85%-19.2pp | 25.88%-14.2pp | 578.55%-566.9pp |
| Employer contribution / active EE | $771 | $3,192-75.8% | $2,428-68.2% | $4,876-84.2% |
| Participant deferral / active EE | $862 | $4,383-80.3% | $3,706-76.8% | $5,439-84.2% |
| Admin fee / account holder | $608 | $8,563-92.9% | $5,608-89.2% | $10,885-94.4% |