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 | $203,860 | $138,065+47.7% | $123,544+65.0% | $135,375+50.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 8.91% | 153.68%-144.8pp | 119.20%-110.3pp | 519.73%-510.8pp |
| Employer contribution / active EE | $1,204 | $5,151-76.6% | $4,628-74.0% | $4,779-74.8% |
| Participant deferral / active EE | $1,274 | $6,799-81.3% | $6,426-80.2% | $5,609-77.3% |
| Admin fee / account holder | $35,000 | $10,916+220.6% | $9,284+277.0% | $10,827+223.3% |