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 | $106,115 | $209,832-49.4% | $189,513-44.0% | $167,490-36.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 13.42% | 748.27%-734.9pp | 555.15%-541.7pp | 478.56%-465.1pp |
| Employer contribution / active EE | $2,910 | $6,914-57.9% | $6,162-52.8% | $4,837-39.8% |
| Participant deferral / active EE | $3,083 | $8,935-65.5% | $8,221-62.5% | $6,341-51.4% |
| Admin fee / account holder | $3,695 | $14,293-74.1% | $12,045-69.3% | $12,309-70.0% |