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 | $78,264 | $127,065-38.4% | $113,168-30.8% | $142,382-45.0% |
| Participation rate | 70.8% | 79.2%-8.4pp | 76.6%-5.7pp | 80.1%-9.3pp |
| Annual return | 18.32% | 24.03%-5.7pp | 24.27%-5.9pp | 217.08%-198.8pp |
| Employer contribution / active EE | $1,282 | $3,442-62.8% | $2,975-56.9% | $4,299-70.2% |
| Participant deferral / active EE | $1,743 | $5,716-69.5% | $5,107-65.9% | $6,507-73.2% |
| Admin fee / account holder | $3,416 | $15,736-78.3% | $12,068-71.7% | $12,624-72.9% |