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 | $105,047 | $108,919-3.6% | $100,391+4.6% | $145,922-28.0% |
| Participation rate | 90.5% | 82.9%+7.5pp | 81.5%+9.0pp | 80.3%+10.2pp |
| Annual return | 26.78% | 57.88%-31.1pp | 49.20%-22.4pp | 561.29%-534.5pp |
| Employer contribution / active EE | $9,047 | $4,419+104.7% | $3,942+129.5% | $4,660+94.2% |
| Participant deferral / active EE | $0 | $8,445-100.0% | $8,082-100.0% | $6,688-100.0% |
| Admin fee / account holder | $2,799 | $9,689-71.1% | $7,899-64.6% | $13,397-79.1% |