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 | $178,003 | $157,256+13.2% | $141,162+26.1% | $152,861+16.4% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.4%+8.5pp |
| Annual return | 16.37% | 64.32%-47.9pp | 71.39%-55.0pp | 345.32%-328.9pp |
| Employer contribution / active EE | $11,084 | $5,261+110.7% | $4,735+134.1% | $4,762+132.7% |
| Participant deferral / active EE | $1,320 | $7,109-81.4% | $6,709-80.3% | $5,850-77.4% |
| Admin fee / account holder | $3,067 | $12,120-74.7% | $10,261-70.1% | $11,596-73.5% |