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 | $59,052 | $91,538-35.5% | $129,995-54.6% | $75,163-21.4% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 15.42% | -631.11%+646.5pp | -137.18%+152.6pp | 160.62%-145.2pp |
| Employer contribution / active EE | $1,260 | $2,845-55.7% | $4,320-70.8% | $2,670-52.8% |
| Participant deferral / active EE | $860 | $4,341-80.2% | $5,820-85.2% | $4,125-79.2% |
| Admin fee / account holder | $19,619 | $6,790+188.9% | $10,614+84.8% | $5,651+247.2% |