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 | $81,699 | $74,888+9.1% | $71,209+14.7% | $142,382-42.6% |
| Participation rate | 92.9% | 76.2%+16.6pp | 73.8%+19.1pp | 80.1%+12.7pp |
| Annual return | 14.04% | 345.14%-331.1pp | 282.51%-268.5pp | 217.08%-203.0pp |
| Employer contribution / active EE | $7,170 | $2,854+151.2% | $2,721+163.5% | $4,299+66.8% |
| Participant deferral / active EE | $0 | $4,454-100.0% | $4,175-100.0% | $6,507-100.0% |
| Admin fee / account holder | $20,026 | $5,568+259.6% | $5,349+274.4% | $12,624+58.6% |