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 9-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 | $15,605 | $138,044-88.7% | $125,339-87.5% | $134,475-88.4% |
| Participation rate | 73.7% | 84.5%-10.8pp | 82.4%-8.7pp | 81.2%-7.5pp |
| Annual return | -11.42% | 750.33%-761.7pp | 572.05%-583.5pp | 417.96%-429.4pp |
| Employer contribution / active EE | $1,060 | $5,243-79.8% | $4,814-78.0% | $4,740-77.6% |
| Participant deferral / active EE | $1,296 | $7,799-83.4% | $7,446-82.6% | $6,400-79.7% |
| Admin fee / account holder | $450 | $11,571-96.1% | $10,010-95.5% | $11,426-96.1% |