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 | $45,077 | $65,409-31.1% | $98,442-54.2% | $85,850-47.5% |
| Participation rate | 80.8% | 65.0%+15.8pp | 73.3%+7.4pp | 69.3%+11.5pp |
| Annual return | 22.68% | 21.76%+0.9pp | 1492.73%-1470.1pp | 318.53%-295.9pp |
| Employer contribution / active EE | $2,750 | $2,168+26.9% | $2,960-7.1% | $2,565+7.2% |
| Participant deferral / active EE | $514 | $3,166-83.8% | $4,276-88.0% | $3,952-87.0% |
| Admin fee / account holder | $2,728 | $4,593-40.6% | $5,949-54.1% | $6,260-56.4% |