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 | $226,568 | $160,055+41.6% | $140,016+61.8% | $135,375+67.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.05% | 911.38%-920.4pp | 651.12%-660.2pp | 519.73%-528.8pp |
| Employer contribution / active EE | $20,205 | $6,420+214.7% | $5,606+260.4% | $4,779+322.8% |
| Participant deferral / active EE | $874 | $7,642-88.6% | $6,927-87.4% | $5,609-84.4% |
| Admin fee / account holder | $10,000 | $13,328-25.0% | $10,705-6.6% | $10,827-7.6% |