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 4-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 | $226,394 | $167,307+35.3% | $143,757+57.5% | $134,475+68.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.94% | 0.46%-17.4pp | -0.04%-16.9pp | 417.96%-434.9pp |
| Employer contribution / active EE | $4,604 | $5,619-18.1% | $4,951-7.0% | $4,740-2.9% |
| Participant deferral / active EE | $957 | $6,446-85.2% | $5,637-83.0% | $6,400-85.0% |
| Admin fee / account holder | $77,536 | $18,088+328.7% | $14,673+428.4% | $11,426+578.6% |