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 | $17,596 | $53,127-66.9% | $86,590-79.7% | $70,131-74.9% |
| Participation rate | 95.0% | 65.3%+29.7pp | 73.5%+21.5pp | 69.5%+25.5pp |
| Annual return | 13.94% | 27.66%-13.7pp | 964.84%-950.9pp | 73.14%-59.2pp |
| Employer contribution / active EE | $2,100 | $2,068+1.5% | $2,839-26.0% | $2,342-10.3% |
| Participant deferral / active EE | $746 | $2,696-72.3% | $3,609-79.3% | $3,332-77.6% |
| Admin fee / account holder | $357 | $3,585-90.1% | $4,906-92.7% | $4,645-92.3% |