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 | $21,436 | $91,190-76.5% | $178,490-88.0% | $79,858-73.2% |
| Participation rate | 91.1% | 69.2%+21.9pp | 81.9%+9.2pp | 69.6%+21.5pp |
| Annual return | 12.13% | 24.19%-12.1pp | 151.07%-138.9pp | 31.71%-19.6pp |
| Employer contribution / active EE | $1,020 | $3,256-68.7% | $5,011-79.6% | $2,471-58.7% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $792 | $6,751-88.3% | $13,984-94.3% | $5,306-85.1% |