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 | $36,248 | $115,882-68.7% | $100,516-63.9% | $158,922-77.2% |
| Participation rate | 75.0% | 81.6%-6.6pp | 79.4%-4.4pp | 82.0%-7.0pp |
| Annual return | 9.12% | 34.79%-25.7pp | 30.89%-21.8pp | 302.83%-293.7pp |
| Employer contribution / active EE | $1,235 | $4,103-69.9% | $3,418-63.9% | $4,761-74.1% |
| Participant deferral / active EE | $1,582 | $6,674-76.3% | $6,270-74.8% | $5,982-73.6% |
| Admin fee / account holder | $4,330 | $10,995-60.6% | $8,081-46.4% | $11,246-61.5% |