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 | $136,633 | $81,900+66.8% | $119,609+14.2% | $68,494+99.5% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -9.52% | -23.82%+14.3pp | -14.97%+5.4pp | -7.84%-1.7pp |
| Employer contribution / active EE | $4,918 | $2,693+82.6% | $4,232+16.2% | $2,596+89.4% |
| Participant deferral / active EE | $819 | $4,148-80.3% | $5,602-85.4% | $4,027-79.7% |
| Admin fee / account holder | $395 | $6,582-94.0% | $10,323-96.2% | $5,403-92.7% |