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 | $42,765 | $127,100-66.4% | $105,738-59.6% | $135,375-68.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | 7.80% | 4.49%+3.3pp | 6.27%+1.5pp | 519.73%-511.9pp |
| Employer contribution / active EE | $1,665 | $4,107-59.4% | $3,268-49.0% | $4,779-65.1% |
| Participant deferral / active EE | $350 | $5,064-93.1% | $4,080-91.4% | $5,609-93.8% |
| Admin fee / account holder | $829 | $9,087-90.9% | $6,913-88.0% | $10,827-92.3% |