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 | $43,329 | $108,919-60.2% | $100,391-56.8% | $145,922-70.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.09% | 57.88%-42.8pp | 49.20%-34.1pp | 561.29%-546.2pp |
| Employer contribution / active EE | $2,151 | $4,419-51.3% | $3,942-45.4% | $4,660-53.8% |
| Participant deferral / active EE | $1,376 | $8,445-83.7% | $8,082-83.0% | $6,688-79.4% |
| Admin fee / account holder | $1,303 | $9,689-86.5% | $7,899-83.5% | $13,397-90.3% |