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 | $39,071 | $64,707-39.6% | $112,228-65.2% | $68,494-43.0% |
| Participation rate | 78.8% | 67.2%+11.6pp | 75.1%+3.7pp | 67.9%+10.9pp |
| Annual return | -16.95% | -11.40%-5.5pp | 27.45%-44.4pp | -7.84%-9.1pp |
| Employer contribution / active EE | $2,629 | $2,746-4.3% | $3,635-27.7% | $2,596+1.3% |
| Participant deferral / active EE | $1,338 | $3,565-62.5% | $4,728-71.7% | $4,027-66.8% |
| Admin fee / account holder | $1,756 | $5,232-66.4% | $6,410-72.6% | $5,403-67.5% |