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 | $12,867 | $76,000-83.1% | $154,107-91.7% | $64,186-80.0% |
| Participation rate | 92.1% | 70.4%+21.6pp | 83.0%+9.0pp | 69.6%+22.5pp |
| Annual return | 3.31% | 30.32%-27.0pp | 735.12%-731.8pp | 7.63%-4.3pp |
| Employer contribution / active EE | $536 | $3,351-84.0% | $5,298-89.9% | $2,381-77.5% |
| Participant deferral / active EE | $669 | $3,175-78.9% | $5,081-86.8% | $3,470-80.7% |
| Admin fee / account holder | $983 | $5,596-82.4% | $13,411-92.7% | $4,888-79.9% |