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 | $53,079 | $94,529-43.8% | $140,016-62.1% | $64,186-17.3% |
| Participation rate | 82.0% | 84.1%-2.1pp | 87.5%-5.5pp | 69.6%+12.4pp |
| Annual return | -7.12% | 7.77%-14.9pp | 651.12%-658.2pp | 7.63%-14.8pp |
| Employer contribution / active EE | $1,386 | $3,812-63.6% | $5,606-75.3% | $2,381-41.8% |
| Participant deferral / active EE | $2,385 | $5,250-54.6% | $6,927-65.6% | $3,470-31.3% |
| Admin fee / account holder | $4,120 | $6,741-38.9% | $10,705-61.5% | $4,888-15.7% |