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 5-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 | $27,991 | $96,635-71.0% | $86,612-67.7% | $139,434-79.9% |
| Participation rate | 87.5% | 74.4%+13.1pp | 71.7%+15.8pp | 80.3%+7.2pp |
| Annual return | 13.08% | 106.41%-93.3pp | 591.07%-578.0pp | 372.94%-359.9pp |
| Employer contribution / active EE | $812 | $3,263-75.1% | $3,022-73.1% | $4,751-82.9% |
| Participant deferral / active EE | $367 | $4,836-92.4% | $4,438-91.7% | $6,710-94.5% |
| Admin fee / account holder | $4,913 | $6,408-23.3% | $5,614-12.5% | $11,403-56.9% |