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 | $134,633 | $89,355+50.7% | $141,162-4.6% | $72,985+84.5% |
| Participation rate | 86.5% | 75.1%+11.4pp | 82.5%+4.1pp | 69.5%+17.1pp |
| Annual return | 27.77% | 111.85%-84.1pp | 71.39%-43.6pp | 81.00%-53.2pp |
| Employer contribution / active EE | $10,709 | $3,114+243.9% | $4,735+126.2% | $2,440+338.9% |
| Participant deferral / active EE | $1,939 | $5,418-64.2% | $6,709-71.1% | $3,607-46.2% |
| Admin fee / account holder | $20,149 | $5,958+238.2% | $10,261+96.4% | $5,124+293.2% |