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 | $38,425 | $109,881-65.0% | $150,045-74.4% | $84,808-54.7% |
| Participation rate | 83.3% | 76.1%+7.2pp | 82.3%+1.0pp | 68.3%+15.0pp |
| Annual return | 14.80% | 28.25%-13.4pp | 62.55%-47.8pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,371 | $3,561-61.5% | $4,693-70.8% | $2,631-47.9% |
| Participant deferral / active EE | $2,388 | $6,636-64.0% | $7,997-70.1% | $4,212-43.3% |
| Admin fee / account holder | $1,392 | $8,568-83.8% | $13,435-89.6% | $7,344-81.1% |