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 | $33,097 | $82,286-59.8% | $68,791-51.9% | $134,475-75.4% |
| Participation rate | 72.7% | 75.1%-2.3pp | 69.0%+3.7pp | 81.2%-8.5pp |
| Annual return | -12.56% | -2.19%-10.4pp | -6.38%-6.2pp | 417.96%-430.5pp |
| Employer contribution / active EE | $2,462 | $3,301-25.4% | $2,655-7.3% | $4,740-48.0% |
| Participant deferral / active EE | $1,021 | $4,739-78.4% | $3,941-74.1% | $6,400-84.0% |
| Admin fee / account holder | $408 | $6,481-93.7% | $4,932-91.7% | $11,426-96.4% |