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 9-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 | $180,476 | $142,405+26.7% | $115,157+56.7% | $152,861+18.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 18.71% | 41.48%-22.8pp | 35.60%-16.9pp | 345.32%-326.6pp |
| Employer contribution / active EE | $7,643 | $4,010+90.6% | $3,179+140.4% | $4,762+60.5% |
| Participant deferral / active EE | $1,285 | $5,164-75.1% | $4,168-69.2% | $5,850-78.0% |
| Admin fee / account holder | $524 | $8,462-93.8% | $7,088-92.6% | $11,596-95.5% |