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 4-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 | $15,791 | $49,922-68.4% | $80,569-80.4% | $75,163-79.0% |
| Participation rate | 94.1% | 55.3%+38.8pp | 67.0%+27.1pp | 67.2%+26.9pp |
| Annual return | 18.29% | 34.69%-16.4pp | 935.43%-917.1pp | 160.62%-142.3pp |
| Employer contribution / active EE | $268 | $1,698-84.2% | $2,723-90.2% | $2,670-90.0% |
| Participant deferral / active EE | $253 | $2,990-91.5% | $4,447-94.3% | $4,125-93.9% |
| Admin fee / account holder | $5,690 | $3,577+59.1% | $5,377+5.8% | $5,651+0.7% |