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 | $124,099 | $86,286+43.8% | $111,297+11.5% | $85,850+44.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 13.38% | 19.99%-6.6pp | 54.65%-41.3pp | 318.53%-305.1pp |
| Employer contribution / active EE | $5,815 | $2,043+184.6% | $2,731+112.9% | $2,565+126.7% |
| Participant deferral / active EE | $268 | $3,641-92.6% | $4,487-94.0% | $3,952-93.2% |
| Admin fee / account holder | $5,138 | $8,188-37.2% | $7,964-35.5% | $6,260-17.9% |