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 | $23,458 | $59,805-60.8% | $79,550-70.5% | $68,494-65.8% |
| Participation rate | 83.8% | 61.1%+22.8pp | 69.5%+14.3pp | 67.9%+15.9pp |
| Annual return | -16.04% | -12.30%-3.7pp | 0.16%-16.2pp | -7.84%-8.2pp |
| Employer contribution / active EE | $1,430 | $1,505-5.0% | $2,413-40.7% | $2,596-44.9% |
| Participant deferral / active EE | $1,055 | $3,024-65.1% | $3,985-73.5% | $4,027-73.8% |
| Admin fee / account holder | $2,623 | $4,835-45.7% | $6,832-61.6% | $5,403-51.5% |