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 | $47,040 | $183,963-74.4% | $162,163-71.0% | $152,861-69.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 14.14% | 150.76%-136.6pp | 115.59%-101.5pp | 345.32%-331.2pp |
| Employer contribution / active EE | $2,750 | $6,371-56.8% | $5,614-51.0% | $4,762-42.3% |
| Participant deferral / active EE | $1,930 | $8,034-76.0% | $7,298-73.6% | $5,850-67.0% |
| Admin fee / account holder | $19,544 | $13,121+48.9% | $10,843+80.3% | $11,596+68.5% |