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 | $229,391 | $58,208+294.1% | $81,812+180.4% | $80,856+183.7% |
| Participation rate | 92.7% | 63.4%+29.3pp | 72.3%+20.3pp | 67.6%+25.0pp |
| Annual return | 15.32% | 41.66%-26.3pp | 773.79%-758.5pp | 35.59%-20.3pp |
| Employer contribution / active EE | $15,045 | $2,340+543.0% | $2,912+416.6% | $2,755+446.1% |
| Participant deferral / active EE | $0 | $3,281-100.0% | $4,319-100.0% | $4,296-100.0% |
| Admin fee / account holder | $63,106 | $4,981+1166.8% | $7,386+754.4% | $6,918+812.2% |