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 | $27,701 | $83,902-67.0% | $167,512-83.5% | $84,808-67.3% |
| Participation rate | 80.0% | 66.5%+13.5pp | 77.1%+2.9pp | 68.3%+11.7pp |
| Annual return | 13.54% | 91.55%-78.0pp | 1615.79%-1602.3pp | 40.90%-27.4pp |
| Employer contribution / active EE | $2,838 | $2,264+25.4% | $3,882-26.9% | $2,631+7.9% |
| Participant deferral / active EE | $1,230 | $4,442-72.3% | $6,405-80.8% | $4,212-70.8% |
| Admin fee / account holder | $5,936 | $7,915-25.0% | $9,769-39.2% | $7,344-19.2% |