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 | $186,945 | $167,484+11.6% | $151,611+23.3% | $134,475+39.0% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -16.70% | 7.80%-24.5pp | 3.33%-20.0pp | 417.96%-434.7pp |
| Employer contribution / active EE | $3,719 | $6,829-45.5% | $6,166-39.7% | $4,740-21.5% |
| Participant deferral / active EE | $2,688 | $8,986-70.1% | $8,363-67.9% | $6,400-58.0% |
| Admin fee / account holder | $23,180 | $13,783+68.2% | $11,616+99.6% | $11,426+102.9% |