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 | $45,144 | $98,240-54.0% | $82,313-45.2% | $147,584-69.4% |
| Participation rate | 80.0% | 79.7%+0.3pp | 76.9%+3.1pp | 82.8%-2.8pp |
| Annual return | 10.50% | 30.85%-20.4pp | 25.88%-15.4pp | 578.55%-568.0pp |
| Employer contribution / active EE | $955 | $3,192-70.1% | $2,428-60.7% | $4,876-80.4% |
| Participant deferral / active EE | $1,209 | $4,383-72.4% | $3,706-67.4% | $5,439-77.8% |
| Admin fee / account holder | $57,982 | $8,563+577.1% | $5,608+934.0% | $10,885+432.7% |