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 | $34,472 | $185,822-81.4% | $169,993-79.7% | $139,434-75.3% |
| Participation rate | 94.1% | 87.8%+6.4pp | 87.0%+7.1pp | 80.3%+13.8pp |
| Annual return | 12.85% | 60.50%-47.7pp | 53.37%-40.5pp | 372.94%-360.1pp |
| Employer contribution / active EE | $1,835 | $7,590-75.8% | $6,785-72.9% | $4,751-61.4% |
| Participant deferral / active EE | $2,691 | $11,622-76.8% | $10,408-74.1% | $6,710-59.9% |
| Admin fee / account holder | $1,577 | $15,381-89.8% | $12,815-87.7% | $11,403-86.2% |