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 | $31,652 | $129,942-75.6% | $104,294-69.7% | $134,475-76.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -18.21% | 42.03%-60.2pp | 24.61%-42.8pp | 417.96%-436.2pp |
| Employer contribution / active EE | $1,462 | $4,184-65.1% | $3,372-56.7% | $4,740-69.2% |
| Participant deferral / active EE | $130 | $5,588-97.7% | $4,625-97.2% | $6,400-98.0% |
| Admin fee / account holder | $324 | $9,323-96.5% | $7,339-95.6% | $11,426-97.2% |