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 | $38,021 | $64,707-41.2% | $112,228-66.1% | $68,494-44.5% |
| Participation rate | 96.6% | 67.2%+29.5pp | 75.1%+21.5pp | 67.9%+28.7pp |
| Annual return | -16.75% | -11.40%-5.3pp | 27.45%-44.2pp | -7.84%-8.9pp |
| Employer contribution / active EE | $5,806 | $2,746+111.4% | $3,635+59.7% | $2,596+123.6% |
| Participant deferral / active EE | $615 | $3,565-82.7% | $4,728-87.0% | $4,027-84.7% |
| Admin fee / account holder | $4,802 | $5,232-8.2% | $6,410-25.1% | $5,403-11.1% |