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 | $231,003 | $127,065+81.8% | $113,168+104.1% | $142,382+62.2% |
| Participation rate | 86.4% | 79.2%+7.2pp | 76.6%+9.8pp | 80.1%+6.2pp |
| Annual return | 17.43% | 24.03%-6.6pp | 24.27%-6.8pp | 217.08%-199.6pp |
| Employer contribution / active EE | $9,545 | $3,442+177.3% | $2,975+220.8% | $4,299+122.0% |
| Participant deferral / active EE | $0 | $5,716-100.0% | $5,107-100.0% | $6,507-100.0% |
| Admin fee / account holder | $4,768 | $15,736-69.7% | $12,068-60.5% | $12,624-62.2% |