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 | $19,372 | $73,867-73.8% | $143,757-86.5% | $68,494-71.7% |
| Participation rate | 92.5% | 66.7%+25.8pp | 80.3%+12.1pp | 67.9%+24.6pp |
| Annual return | -0.55% | 1.01%-1.6pp | -0.04%-0.5pp | -7.84%+7.3pp |
| Employer contribution / active EE | $469 | $3,184-85.3% | $4,951-90.5% | $2,596-81.9% |
| Participant deferral / active EE | $887 | $3,384-73.8% | $5,637-84.3% | $4,027-78.0% |
| Admin fee / account holder | $3,066 | $5,755-46.7% | $14,673-79.1% | $5,403-43.3% |