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 | $25,750 | $190,805-86.5% | $159,960-83.9% | $134,475-80.9% |
| Participation rate | 88.9% | 81.9%+7.0pp | 78.0%+10.9pp | 81.2%+7.7pp |
| Annual return | -14.37% | 552.23%-566.6pp | 408.60%-423.0pp | 417.96%-432.3pp |
| Employer contribution / active EE | $3,249 | $4,995-35.0% | $4,226-23.1% | $4,740-31.4% |
| Participant deferral / active EE | $322 | $6,923-95.4% | $6,182-94.8% | $6,400-95.0% |
| Admin fee / account holder | $979 | $10,471-90.7% | $8,698-88.7% | $11,426-91.4% |