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 7-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 | $120,406 | $109,359+10.1% | $162,163-25.8% | $72,985+65.0% |
| Participation rate | 94.8% | 84.3%+10.6pp | 87.6%+7.3pp | 69.5%+25.3pp |
| Annual return | 0.00% | 25.46%-25.5pp | 115.59%-115.6pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,241 | $3,907-68.2% | $5,614-77.9% | $2,440-49.1% |
| Participant deferral / active EE | $2,291 | $5,481-58.2% | $7,298-68.6% | $3,607-36.5% |
| Admin fee / account holder | $540 | $7,972-93.2% | $10,843-95.0% | $5,124-89.5% |