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 | $172,921 | $82,664+109.2% | $125,339+38.0% | $68,494+152.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -10.85% | -5.97%-4.9pp | 572.05%-582.9pp | -7.84%-3.0pp |
| Employer contribution / active EE | $1,017 | $3,381-69.9% | $4,814-78.9% | $2,596-60.8% |
| Participant deferral / active EE | $2,458 | $6,110-59.8% | $7,446-67.0% | $4,027-39.0% |
| Admin fee / account holder | $4,245 | $6,275-32.4% | $10,010-57.6% | $5,403-21.4% |