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 | $83,026 | $165,335-49.8% | $149,696-44.5% | $158,922-47.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.08% | 348.15%-332.1pp | 276.60%-260.5pp | 302.83%-286.7pp |
| Employer contribution / active EE | $12,500 | $5,103+145.0% | $4,644+169.1% | $4,761+162.5% |
| Participant deferral / active EE | $2,082 | $7,181-71.0% | $6,842-69.6% | $5,982-65.2% |
| Admin fee / account holder | $8,630 | $10,807-20.1% | $9,309-7.3% | $11,246-23.3% |