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 | $19,602 | $95,416-79.5% | $185,823-89.5% | $85,850-77.2% |
| Participation rate | 85.7% | 68.8%+17.0pp | 81.7%+4.0pp | 69.3%+16.4pp |
| Annual return | 28.10% | 23.59%+4.5pp | 122.05%-94.0pp | 318.53%-290.4pp |
| Employer contribution / active EE | $1,186 | $3,314-64.2% | $5,167-77.0% | $2,565-53.8% |
| Participant deferral / active EE | $722 | $3,423-78.9% | $5,568-87.0% | $3,952-81.7% |
| Admin fee / account holder | $3,151 | $7,213-56.3% | $16,237-80.6% | $6,260-49.7% |