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 | $16,321 | $81,632-80.0% | $70,449-76.8% | $158,922-89.7% |
| Participation rate | 81.8% | 77.7%+4.1pp | 75.1%+6.8pp | 82.0%-0.1pp |
| Annual return | 12.60% | 208.40%-195.8pp | 109.03%-96.4pp | 302.83%-290.2pp |
| Employer contribution / active EE | $483 | $3,217-85.0% | $2,737-82.4% | $4,761-89.9% |
| Participant deferral / active EE | $110 | $4,554-97.6% | $3,709-97.0% | $5,982-98.2% |
| Admin fee / account holder | $2,010 | $6,193-67.5% | $3,845-47.7% | $11,246-82.1% |