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 | $125,323 | $57,354+118.5% | $83,848+49.5% | $64,186+95.3% |
| Participation rate | 95.4% | 68.6%+26.8pp | 76.1%+19.2pp | 69.6%+25.8pp |
| Annual return | -3.48% | 11.38%-14.9pp | 850.88%-854.4pp | 7.63%-11.1pp |
| Employer contribution / active EE | $8,546 | $2,545+235.8% | $3,631+135.4% | $2,381+259.0% |
| Participant deferral / active EE | $1,164 | $2,993-61.1% | $4,082-71.5% | $3,470-66.4% |
| Admin fee / account holder | $31,915 | $4,046+688.9% | $5,478+482.6% | $4,888+552.9% |