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 | $26,991 | $226,064-88.1% | $182,532-85.2% | $152,861-82.3% |
| Participation rate | 88.2% | 82.5%+5.8pp | 78.0%+10.3pp | 82.4%+5.8pp |
| Annual return | 16.92% | 192.51%-175.6pp | 148.54%-131.6pp | 345.32%-328.4pp |
| Employer contribution / active EE | $2,512 | $4,978-49.5% | $4,076-38.4% | $4,762-47.2% |
| Participant deferral / active EE | $1,023 | $6,368-83.9% | $5,524-81.5% | $5,850-82.5% |
| Admin fee / account holder | $1,327 | $10,703-87.6% | $8,592-84.6% | $11,596-88.6% |