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 | $130,200 | $125,758+3.5% | $169,993-23.4% | $75,163+73.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 18.22% | 27.20%-9.0pp | 53.37%-35.2pp | 160.62%-142.4pp |
| Employer contribution / active EE | $5,633 | $4,615+22.1% | $6,785-17.0% | $2,670+111.0% |
| Participant deferral / active EE | $2,608 | $6,837-61.9% | $10,408-74.9% | $4,125-36.8% |
| Admin fee / account holder | $6,618 | $8,173-19.0% | $12,815-48.4% | $5,651+17.1% |