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 | $29,740 | $64,707-54.0% | $112,228-73.5% | $68,494-56.6% |
| Participation rate | 84.0% | 67.2%+16.8pp | 75.1%+8.9pp | 67.9%+16.1pp |
| Annual return | -13.07% | -11.40%-1.7pp | 27.45%-40.5pp | -7.84%-5.2pp |
| Employer contribution / active EE | $10,664 | $2,746+288.4% | $3,635+193.4% | $2,596+310.8% |
| Participant deferral / active EE | $312 | $3,565-91.2% | $4,728-93.4% | $4,027-92.3% |
| Admin fee / account holder | $7,933 | $5,232+51.6% | $6,410+23.8% | $5,403+46.8% |