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 | $33,517 | $113,935-70.6% | $94,224-64.4% | $125,391-73.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -1.83% | 5.29%-7.1pp | 10.68%-12.5pp | 282.22%-284.1pp |
| Employer contribution / active EE | $1,219 | $4,727-74.2% | $3,587-66.0% | $4,866-75.0% |
| Participant deferral / active EE | $318 | $5,179-93.9% | $4,320-92.6% | $5,352-94.1% |
| Admin fee / account holder | $720 | $8,391-91.4% | $6,269-88.5% | $9,540-92.5% |