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 | $93,301 | $110,502-15.6% | $80,716+15.6% | $167,490-44.3% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 9.06% | 120.54%-111.5pp | 87.28%-78.2pp | 478.56%-469.5pp |
| Employer contribution / active EE | $10,546 | $1,543+583.7% | $1,160+809.1% | $4,837+118.0% |
| Participant deferral / active EE | $86 | $2,871-97.0% | $2,146-96.0% | $6,341-98.6% |
| Admin fee / account holder | $9,627 | $4,545+111.8% | $3,380+184.8% | $12,309-21.8% |