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 | $61,854 | $160,055-61.4% | $140,016-55.8% | $135,375-54.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.21% | 911.38%-916.6pp | 651.12%-656.3pp | 519.73%-524.9pp |
| Employer contribution / active EE | $1,889 | $6,420-70.6% | $5,606-66.3% | $4,779-60.5% |
| Participant deferral / active EE | $1,458 | $7,642-80.9% | $6,927-79.0% | $5,609-74.0% |
| Admin fee / account holder | $83,667 | $13,328+527.8% | $10,705+681.5% | $10,827+672.8% |