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 | $61,923 | $123,793-50.0% | $177,821-65.2% | $79,858-22.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 11.52% | 22.82%-11.3pp | 48.32%-36.8pp | 31.71%-20.2pp |
| Employer contribution / active EE | $2,716 | $4,095-33.7% | $5,918-54.1% | $2,471+9.9% |
| Participant deferral / active EE | $2,779 | $5,956-53.3% | $7,714-64.0% | $3,740-25.7% |
| Admin fee / account holder | $1,020 | $7,243-85.9% | $12,427-91.8% | $5,306-80.8% |