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 | $83,257 | $168,632-50.6% | $147,614-43.6% | $125,391-33.6% |
| Participation rate | 75.0% | 88.8%-13.8pp | 84.6%-9.6pp | 83.2%-8.2pp |
| Annual return | -2.67% | 77.65%-80.3pp | 61.98%-64.6pp | 282.22%-284.9pp |
| Employer contribution / active EE | $6,174 | $6,252-1.3% | $5,564+10.9% | $4,866+26.9% |
| Participant deferral / active EE | $1,467 | $5,507-73.4% | $4,895-70.0% | $5,352-72.6% |
| Admin fee / account holder | $6,070 | $13,580-55.3% | $11,611-47.7% | $9,540-36.4% |