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 | $88,253 | $180,449-51.1% | $154,107-42.7% | $135,375-34.8% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -4.98% | 888.09%-893.1pp | 735.12%-740.1pp | 519.73%-524.7pp |
| Employer contribution / active EE | $1,367 | $6,035-77.3% | $5,298-74.2% | $4,779-71.4% |
| Participant deferral / active EE | $1,857 | $5,806-68.0% | $5,081-63.4% | $5,609-66.9% |
| Admin fee / account holder | $812 | $16,143-95.0% | $13,411-93.9% | $10,827-92.5% |