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 | $30,673 | $162,781-81.2% | $133,956-77.1% | $158,922-80.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 6.40% | 41.94%-35.5pp | 45.09%-38.7pp | 302.83%-296.4pp |
| Employer contribution / active EE | $4,664 | $4,975-6.3% | $3,919+19.0% | $4,761-2.0% |
| Participant deferral / active EE | $664 | $5,911-88.8% | $5,048-86.8% | $5,982-88.9% |
| Admin fee / account holder | $20,373 | $11,736+73.6% | $8,927+128.2% | $11,246+81.2% |