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 | $41,568 | $165,335-74.9% | $149,696-72.2% | $158,922-73.8% |
| Participation rate | 78.3% | 84.6%-6.3pp | 82.5%-4.2pp | 82.0%-3.7pp |
| Annual return | 17.21% | 348.15%-330.9pp | 276.60%-259.4pp | 302.83%-285.6pp |
| Employer contribution / active EE | $973 | $5,103-80.9% | $4,644-79.1% | $4,761-79.6% |
| Participant deferral / active EE | $2,288 | $7,181-68.1% | $6,842-66.6% | $5,982-61.8% |
| Admin fee / account holder | $1,264 | $10,807-88.3% | $9,309-86.4% | $11,246-88.8% |