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 | $217,957 | $118,849+83.4% | $96,562+125.7% | $167,490+30.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 12.03% | 50.49%-38.5pp | 37.78%-25.7pp | 478.56%-466.5pp |
| Employer contribution / active EE | $6,022 | $3,120+93.1% | $2,356+155.6% | $4,837+24.5% |
| Participant deferral / active EE | $720 | $4,616-84.4% | $3,849-81.3% | $6,341-88.6% |
| Admin fee / account holder | $8,936 | $8,065+10.8% | $6,181+44.6% | $12,309-27.4% |