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 | $237,942 | $167,307+42.2% | $143,757+65.5% | $134,475+76.9% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -14.66% | 0.46%-15.1pp | -0.04%-14.6pp | 417.96%-432.6pp |
| Employer contribution / active EE | $20,487 | $5,619+264.6% | $4,951+313.8% | $4,740+332.3% |
| Participant deferral / active EE | $1,709 | $6,446-73.5% | $5,637-69.7% | $6,400-73.3% |
| Admin fee / account holder | $6,711 | $18,088-62.9% | $14,673-54.3% | $11,426-41.3% |