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 | $32,859 | $71,883-54.3% | $86,677-62.1% | $68,494-52.0% |
| Participation rate | 76.5% | 72.2%+4.2pp | 76.6%-0.1pp | 67.9%+8.6pp |
| Annual return | -16.84% | 3.52%-20.4pp | 35.91%-52.8pp | -7.84%-9.0pp |
| Employer contribution / active EE | $969 | $2,173-55.4% | $2,836-65.8% | $2,596-62.7% |
| Participant deferral / active EE | $1,501 | $3,779-60.3% | $4,656-67.8% | $4,027-62.7% |
| Admin fee / account holder | $4,670 | $6,112-23.6% | $7,493-37.7% | $5,403-13.6% |