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 | $83,933 | $83,477+0.5% | $125,175-32.9% | $72,985+15.0% |
| Participation rate | 88.5% | 73.3%+15.2pp | 79.8%+8.7pp | 69.5%+19.0pp |
| Annual return | 18.55% | 25.78%-7.2pp | 43.79%-25.2pp | 81.00%-62.5pp |
| Employer contribution / active EE | $8,534 | $2,345+263.9% | $3,865+120.8% | $2,440+249.8% |
| Participant deferral / active EE | $1,459 | $3,585-59.3% | $4,937-70.4% | $3,607-59.5% |
| Admin fee / account holder | $538 | $5,517-90.3% | $9,702-94.5% | $5,124-89.5% |