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 | $33,830 | $42,383-20.2% | $76,523-55.8% | $64,186-47.3% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | -8.26% | -16.54%+8.3pp | -0.27%-8.0pp | 7.63%-15.9pp |
| Employer contribution / active EE | $9,209 | $1,563+489.1% | $2,647+247.9% | $2,381+286.8% |
| Participant deferral / active EE | $98 | $2,566-96.2% | $3,835-97.4% | $3,470-97.2% |
| Admin fee / account holder | $9,982 | $3,198+212.1% | $4,848+105.9% | $4,888+104.2% |