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 8-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 | $68,442 | $183,963-62.8% | $162,163-57.8% | $152,861-55.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 16.73% | 150.76%-134.0pp | 115.59%-98.9pp | 345.32%-328.6pp |
| Employer contribution / active EE | $13,143 | $6,371+106.3% | $5,614+134.1% | $4,762+176.0% |
| Participant deferral / active EE | $2,694 | $8,034-66.5% | $7,298-63.1% | $5,850-54.0% |
| Admin fee / account holder | $8,505 | $13,121-35.2% | $10,843-21.6% | $11,596-26.7% |