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 4-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 | $106,511 | $125,758-15.3% | $169,993-37.3% | $75,163+41.7% |
| Participation rate | 83.0% | 83.6%-0.6pp | 87.0%-4.0pp | 67.2%+15.8pp |
| Annual return | 20.45% | 27.20%-6.8pp | 53.37%-32.9pp | 160.62%-140.2pp |
| Employer contribution / active EE | $2,264 | $4,615-50.9% | $6,785-66.6% | $2,670-15.2% |
| Participant deferral / active EE | $1,423 | $6,837-79.2% | $10,408-86.3% | $4,125-65.5% |
| Admin fee / account holder | $8,250 | $8,173+0.9% | $12,815-35.6% | $5,651+46.0% |