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 | $157,926 | $159,901-1.2% | $146,958+7.5% | $145,922+8.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.30% | 98.13%-81.8pp | 418.34%-402.0pp | 561.29%-545.0pp |
| Employer contribution / active EE | $2,163 | $5,286-59.1% | $4,933-56.1% | $4,660-53.6% |
| Participant deferral / active EE | $1,114 | $8,428-86.8% | $8,070-86.2% | $6,688-83.3% |
| Admin fee / account holder | $16,750 | $15,044+11.3% | $12,998+28.9% | $13,397+25.0% |