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 | $192,660 | $127,065+51.6% | $113,168+70.2% | $142,382+35.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 14.09% | 24.03%-9.9pp | 24.27%-10.2pp | 217.08%-203.0pp |
| Employer contribution / active EE | $13,660 | $3,442+296.9% | $2,975+359.1% | $4,299+217.7% |
| Participant deferral / active EE | $0 | $5,716-100.0% | $5,107-100.0% | $6,507-100.0% |
| Admin fee / account holder | $1,880 | $15,736-88.1% | $12,068-84.4% | $12,624-85.1% |