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 | $58,318 | $167,484-65.2% | $151,611-61.5% | $134,475-56.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -7.67% | 7.80%-15.5pp | 3.33%-11.0pp | 417.96%-425.6pp |
| Employer contribution / active EE | $4,296 | $6,829-37.1% | $6,166-30.3% | $4,740-9.4% |
| Participant deferral / active EE | $2,562 | $8,986-71.5% | $8,363-69.4% | $6,400-60.0% |
| Admin fee / account holder | $37,004 | $13,783+168.5% | $11,616+218.6% | $11,426+223.9% |