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 | $118,349 | $112,096+5.6% | $95,952+23.3% | $158,922-25.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 16.92% | 171.09%-154.2pp | 91.61%-74.7pp | 302.83%-285.9pp |
| Employer contribution / active EE | $1,012 | $3,198-68.3% | $2,541-60.2% | $4,761-78.7% |
| Participant deferral / active EE | $346 | $4,784-92.8% | $4,167-91.7% | $5,982-94.2% |
| Admin fee / account holder | $1,019 | $10,130-89.9% | $6,795-85.0% | $11,246-90.9% |