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 | $60,543 | $190,805-68.3% | $159,960-62.2% | $134,475-55.0% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -14.02% | 552.23%-566.3pp | 408.60%-422.6pp | 417.96%-432.0pp |
| Employer contribution / active EE | $2,543 | $4,995-49.1% | $4,226-39.8% | $4,740-46.3% |
| Participant deferral / active EE | $1,245 | $6,923-82.0% | $6,182-79.9% | $6,400-80.6% |
| Admin fee / account holder | $301 | $10,471-97.1% | $8,698-96.5% | $11,426-97.4% |