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 | $139,448 | $91,911+51.7% | $68,793+102.7% | $135,375+3.0% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | 4.27% | -8.22%+12.5pp | -4.63%+8.9pp | 519.73%-515.5pp |
| Employer contribution / active EE | $11,428 | $3,924+191.3% | $2,625+335.3% | $4,779+139.1% |
| Participant deferral / active EE | $0 | $4,315-100.0% | $3,311-100.0% | $5,609-100.0% |
| Admin fee / account holder | $11,081 | $9,240+19.9% | $5,131+116.0% | $10,827+2.3% |