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 | $38,547 | $116,175-66.8% | $93,606-58.8% | $152,861-74.8% |
| Participation rate | 85.7% | 78.0%+7.7pp | 75.8%+9.9pp | 82.4%+3.3pp |
| Annual return | 410.09% | 35.96%+374.1pp | 32.76%+377.3pp | 345.32%+64.8pp |
| Employer contribution / active EE | $592 | $3,218-81.6% | $2,718-78.2% | $4,762-87.6% |
| Participant deferral / active EE | $311 | $4,603-93.2% | $4,069-92.4% | $5,850-94.7% |
| Admin fee / account holder | $4,251 | $10,748-60.4% | $7,888-46.1% | $11,596-63.3% |