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 | $44,321 | $65,041-31.9% | $90,951-51.3% | $79,858-44.5% |
| Participation rate | 86.0% | 61.6%+24.4pp | 69.0%+17.0pp | 69.6%+16.4pp |
| Annual return | 14.49% | 30.45%-16.0pp | 134.60%-120.1pp | 31.71%-17.2pp |
| Employer contribution / active EE | $376 | $1,247-69.9% | $2,122-82.3% | $2,471-84.8% |
| Participant deferral / active EE | $622 | $2,512-75.2% | $3,373-81.6% | $3,740-83.4% |
| Admin fee / account holder | $317 | $4,536-93.0% | $5,959-94.7% | $5,306-94.0% |