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 | $88,844 | $82,882+7.2% | $127,761-30.5% | $72,985+21.7% |
| Participation rate | 100.0% | 71.5%+28.5pp | 79.0%+21.0pp | 69.5%+30.5pp |
| Annual return | 24.46% | 32.20%-7.7pp | 26.14%-1.7pp | 81.00%-56.5pp |
| Employer contribution / active EE | $973 | $3,346-70.9% | $4,574-78.7% | $2,440-60.1% |
| Participant deferral / active EE | $0 | $4,791-100.0% | $6,021-100.0% | $3,607-100.0% |
| Admin fee / account holder | $1,662 | $6,487-74.4% | $9,395-82.3% | $5,124-67.6% |