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 | $18,131 | $57,065-68.2% | $75,670-76.0% | $70,131-74.1% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.3%+27.7pp | 69.5%+30.5pp |
| Annual return | 15.45% | 23.57%-8.1pp | 27.34%-11.9pp | 73.14%-57.7pp |
| Employer contribution / active EE | $2,407 | $1,817+32.5% | $2,352+2.4% | $2,342+2.8% |
| Participant deferral / active EE | $209 | $2,580-91.9% | $3,142-93.4% | $3,332-93.7% |
| Admin fee / account holder | $325 | $3,825-91.5% | $5,800-94.4% | $4,645-93.0% |