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 | $25,313 | $142,405-82.2% | $115,157-78.0% | $152,861-83.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 24.13% | 41.48%-17.3pp | 35.60%-11.5pp | 345.32%-321.2pp |
| Employer contribution / active EE | $1,713 | $4,010-57.3% | $3,179-46.1% | $4,762-64.0% |
| Participant deferral / active EE | $1,341 | $5,164-74.0% | $4,168-67.8% | $5,850-77.1% |
| Admin fee / account holder | $7,727 | $8,462-8.7% | $7,088+9.0% | $11,596-33.4% |