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 | $107,713 | $115,770-7.0% | $101,248+6.4% | $158,922-32.2% |
| Participation rate | 93.3% | 79.4%+14.0pp | 75.8%+17.5pp | 82.0%+11.4pp |
| Annual return | 13.19% | 56.14%-43.0pp | 46.47%-33.3pp | 302.83%-289.6pp |
| Employer contribution / active EE | $2,710 | $4,175-35.1% | $3,660-25.9% | $4,761-43.1% |
| Participant deferral / active EE | $1,061 | $4,957-78.6% | $4,370-75.7% | $5,982-82.3% |
| Admin fee / account holder | $1,634 | $7,245-77.4% | $5,945-72.5% | $11,246-85.5% |