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 | $130,893 | $138,044-5.2% | $125,339+4.4% | $134,475-2.7% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -13.47% | 750.33%-763.8pp | 572.05%-585.5pp | 417.96%-431.4pp |
| Employer contribution / active EE | $1,303 | $5,243-75.1% | $4,814-72.9% | $4,740-72.5% |
| Participant deferral / active EE | $1,783 | $7,799-77.1% | $7,446-76.0% | $6,400-72.1% |
| Admin fee / account holder | $5,799 | $11,571-49.9% | $10,010-42.1% | $11,426-49.3% |