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 6-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 | $25,779 | $78,694-67.2% | $67,652-61.9% | $125,391-79.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -0.64% | 9.46%-10.1pp | 6625.04%-6625.7pp | 282.22%-282.9pp |
| Employer contribution / active EE | $918 | $3,044-69.8% | $2,266-59.5% | $4,866-81.1% |
| Participant deferral / active EE | $903 | $4,292-79.0% | $3,560-74.6% | $5,352-83.1% |
| Admin fee / account holder | $2,586 | $7,403-65.1% | $4,821-46.4% | $9,540-72.9% |