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 | $55,939 | $59,839-6.5% | $81,983-31.8% | $79,858-30.0% |
| Participation rate | 70.4% | 61.6%+8.8pp | 69.2%+1.1pp | 69.6%+0.7pp |
| Annual return | 10.57% | 17.56%-7.0pp | 41.31%-30.7pp | 31.71%-21.1pp |
| Employer contribution / active EE | $2,551 | $1,713+48.9% | $2,498+2.1% | $2,471+3.2% |
| Participant deferral / active EE | $393 | $2,695-85.4% | $3,722-89.4% | $3,740-89.5% |
| Admin fee / account holder | $5,285 | $4,287+23.3% | $5,664-6.7% | $5,306-0.4% |