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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $348,479 | $167,307+108.3% | $143,757+142.4% | $134,475+159.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.89% | 0.46%-21.3pp | -0.04%-20.8pp | 417.96%-438.9pp |
| Employer contribution / active EE | $12,080 | $5,619+115.0% | $4,951+144.0% | $4,740+154.9% |
| Participant deferral / active EE | $1,320 | $6,446-79.5% | $5,637-76.6% | $6,400-79.4% |
| Admin fee / account holder | $71,746 | $18,088+296.6% | $14,673+389.0% | $11,426+527.9% |