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 | $87,805 | $102,317-14.2% | $146,958-40.3% | $80,856+8.6% |
| Participation rate | 81.1% | 75.8%+5.2pp | 82.2%-1.1pp | 67.6%+13.4pp |
| Annual return | 17.61% | 134.76%-117.1pp | 418.34%-400.7pp | 35.59%-18.0pp |
| Employer contribution / active EE | $6,757 | $3,713+82.0% | $4,933+37.0% | $2,755+145.3% |
| Participant deferral / active EE | $2,076 | $6,644-68.7% | $8,070-74.3% | $4,296-51.7% |
| Admin fee / account holder | $1,504 | $7,941-81.1% | $12,998-88.4% | $6,918-78.3% |