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 | $28,875 | $179,726-83.9% | $156,263-81.5% | $142,382-79.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 13.67% | 77.86%-64.2pp | 59.47%-45.8pp | 217.08%-203.4pp |
| Employer contribution / active EE | $1,537 | $5,069-69.7% | $4,333-64.5% | $4,299-64.3% |
| Participant deferral / active EE | $1,537 | $6,956-77.9% | $6,158-75.0% | $6,507-76.4% |
| Admin fee / account holder | $961 | $17,272-94.4% | $14,255-93.3% | $12,624-92.4% |