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 | $72,058 | $105,998-32.0% | $92,233-21.9% | $147,584-51.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 11.30% | 50.05%-38.7pp | 176.28%-165.0pp | 578.55%-567.2pp |
| Employer contribution / active EE | $2,734 | $4,333-36.9% | $3,679-25.7% | $4,876-43.9% |
| Participant deferral / active EE | $447 | $4,478-90.0% | $3,897-88.5% | $5,439-91.8% |
| Admin fee / account holder | $2,254 | $6,332-64.4% | $5,194-56.6% | $10,885-79.3% |