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 | $153,777 | $98,240+56.5% | $82,313+86.8% | $147,584+4.2% |
| Participation rate | 94.4% | 79.7%+14.7pp | 76.9%+17.6pp | 82.8%+11.6pp |
| Annual return | 20.46% | 30.85%-10.4pp | 25.88%-5.4pp | 578.55%-558.1pp |
| Employer contribution / active EE | $3,099 | $3,192-2.9% | $2,428+27.6% | $4,876-36.4% |
| Participant deferral / active EE | $1,162 | $4,383-73.5% | $3,706-68.6% | $5,439-78.6% |
| Admin fee / account holder | $3,267 | $8,563-61.8% | $5,608-41.7% | $10,885-70.0% |