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 | $83,062 | $202,318-58.9% | $172,739-51.9% | $152,861-45.7% |
| Participation rate | 92.3% | 87.1%+5.3pp | 82.6%+9.7pp | 82.4%+9.9pp |
| Annual return | 14.61% | 1029.65%-1015.0pp | 802.84%-788.2pp | 345.32%-330.7pp |
| Employer contribution / active EE | $7,034 | $5,856+20.1% | $5,143+36.8% | $4,762+47.7% |
| Participant deferral / active EE | $1,819 | $5,948-69.4% | $5,198-65.0% | $5,850-68.9% |
| Admin fee / account holder | $35,309 | $17,109+106.4% | $13,954+153.0% | $11,596+204.5% |