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 | $114,912 | $183,519-37.4% | $155,509-26.1% | $145,922-21.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.57% | 61.17%-46.6pp | 64.67%-50.1pp | 561.29%-546.7pp |
| Employer contribution / active EE | $1,714 | $5,313-67.7% | $4,672-63.3% | $4,660-63.2% |
| Participant deferral / active EE | $108 | $6,462-98.3% | $5,626-98.1% | $6,688-98.4% |
| Admin fee / account holder | $22,351 | $19,313+15.7% | $15,912+40.5% | $13,397+66.8% |