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 | $53,138 | $112,300-52.7% | $90,223-41.1% | $125,391-57.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.0%+21.0pp | 83.2%+16.8pp |
| Annual return | 0.37% | -0.57%+0.9pp | 1.31%-0.9pp | 282.22%-281.9pp |
| Employer contribution / active EE | $3,431 | $5,181-33.8% | $4,378-21.6% | $4,866-29.5% |
| Participant deferral / active EE | $1,734 | $6,733-74.2% | $5,792-70.1% | $5,352-67.6% |
| Admin fee / account holder | $7,799 | $10,990-29.0% | $7,406+5.3% | $9,540-18.2% |