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 | $30,557 | $64,707-52.8% | $112,228-72.8% | $68,494-55.4% |
| Participation rate | 85.7% | 67.2%+18.6pp | 75.1%+10.7pp | 67.9%+17.8pp |
| Annual return | -14.41% | -11.40%-3.0pp | 27.45%-41.9pp | -7.84%-6.6pp |
| Employer contribution / active EE | $7,321 | $2,746+166.6% | $3,635+101.4% | $2,596+182.0% |
| Participant deferral / active EE | $416 | $3,565-88.3% | $4,728-91.2% | $4,027-89.7% |
| Admin fee / account holder | $8,393 | $5,232+60.4% | $6,410+30.9% | $5,403+55.4% |