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 | $171,138 | $163,101+4.9% | $136,749+25.1% | $142,382+20.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 10.44% | 27.54%-17.1pp | 24.33%-13.9pp | 217.08%-206.6pp |
| Employer contribution / active EE | $1,587 | $4,117-61.5% | $3,400-53.3% | $4,299-63.1% |
| Participant deferral / active EE | $760 | $5,585-86.4% | $4,692-83.8% | $6,507-88.3% |
| Admin fee / account holder | $85,233 | $14,318+495.3% | $11,386+648.6% | $12,624+575.2% |