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 | $74,340 | $153,772-51.7% | $133,980-44.5% | $273,961-72.9% |
| Participation rate | 77.8% | 88.4%-10.6pp | 87.1%-9.3pp | 83.0%-5.2pp |
| Annual return | 4.40% | 36.51%-32.1pp | 29.30%-24.9pp | 41.45%-37.1pp |
| Employer contribution / active EE | $3,035 | $6,029-49.7% | $5,211-41.8% | $4,869-37.7% |
| Participant deferral / active EE | $1,855 | $6,958-73.3% | $6,282-70.5% | $5,287-64.9% |
| Admin fee / account holder | $3,206 | $11,765-72.7% | $9,324-65.6% | $10,132-68.4% |