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 | $96,216 | $52,681+82.6% | $75,781+27.0% | $59,632+61.3% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | 0.46% | 2.95%-2.5pp | 9.68%-9.2pp | 2041.28%-2040.8pp |
| Employer contribution / active EE | $793 | $2,193-63.8% | $3,323-76.1% | $2,203-64.0% |
| Participant deferral / active EE | $965 | $2,591-62.8% | $3,651-73.6% | $3,192-69.8% |
| Admin fee / account holder | $7,495 | $3,610+107.6% | $5,299+41.4% | $4,297+74.4% |