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 | $48,814 | $123,793-60.6% | $177,821-72.5% | $79,858-38.9% |
| Participation rate | 89.5% | 84.7%+4.8pp | 87.7%+1.8pp | 69.6%+19.8pp |
| Annual return | 11.08% | 22.82%-11.7pp | 48.32%-37.2pp | 31.71%-20.6pp |
| Employer contribution / active EE | $1,636 | $4,095-60.1% | $5,918-72.4% | $2,471-33.8% |
| Participant deferral / active EE | $2,752 | $5,956-53.8% | $7,714-64.3% | $3,740-26.4% |
| Admin fee / account holder | $1,146 | $7,243-84.2% | $12,427-90.8% | $5,306-78.4% |