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 | $41,608 | $101,724-59.1% | $164,813-74.8% | $80,856-48.5% |
| Participation rate | 83.1% | 71.8%+11.3pp | 78.6%+4.5pp | 67.6%+15.5pp |
| Annual return | 10.76% | 16.72%-6.0pp | 69.93%-59.2pp | 35.59%-24.8pp |
| Employer contribution / active EE | $3,591 | $2,953+21.6% | $4,341-17.3% | $2,755+30.3% |
| Participant deferral / active EE | $1,229 | $4,477-72.6% | $6,031-79.6% | $4,296-71.4% |
| Admin fee / account holder | $15,122 | $8,227+83.8% | $12,690+19.2% | $6,918+118.6% |