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.
Employer 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 | $89,914 | $135,635-33.7% | $110,238-18.4% | $135,375-33.6% |
| Participation rate | 79.2% | 83.5%-4.3pp | 79.8%-0.7pp | 82.6%-3.5pp |
| Annual return | -4.84% | 513.19%-518.0pp | 314.74%-319.6pp | 519.73%-524.6pp |
| Employer contribution / active EE | $0 | $4,906-100.0% | $3,826-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,327 | $5,506-21.4% | $4,672-7.4% | $5,609-22.9% |
| Admin fee / account holder | $2,357 | $11,457-79.4% | $8,547-72.4% | $10,827-78.2% |