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 | $190,971 | $209,832-9.0% | $189,513+0.8% | $167,490+14.0% |
| Participation rate | 80.0% | 88.7%-8.7pp | 87.8%-7.8pp | 82.1%-2.1pp |
| Annual return | 12.43% | 748.27%-735.8pp | 555.15%-542.7pp | 478.56%-466.1pp |
| Employer contribution / active EE | $2,964 | $6,914-57.1% | $6,162-51.9% | $4,837-38.7% |
| Participant deferral / active EE | $2,466 | $8,935-72.4% | $8,221-70.0% | $6,341-61.1% |
| Admin fee / account holder | $4,808 | $14,293-66.4% | $12,045-60.1% | $12,309-60.9% |