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 | $64,089 | $58,927+8.8% | $76,817-16.6% | $72,985-12.2% |
| Participation rate | 93.9% | 67.3%+26.6pp | 72.1%+21.9pp | 69.5%+24.5pp |
| Annual return | 19.29% | 2305.64%-2286.4pp | 1166.11%-1146.8pp | 81.00%-61.7pp |
| Employer contribution / active EE | $357 | $1,787-80.0% | $2,302-84.5% | $2,440-85.4% |
| Participant deferral / active EE | $961 | $2,690-64.3% | $3,336-71.2% | $3,607-73.4% |
| Admin fee / account holder | $677 | $4,013-83.1% | $6,420-89.5% | $5,124-86.8% |