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 | $99,409 | $100,754-1.3% | $86,677+14.7% | $134,475-26.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -9.08% | 29.04%-38.1pp | 35.91%-45.0pp | 417.96%-427.0pp |
| Employer contribution / active EE | $681 | $3,489-80.5% | $2,836-76.0% | $4,740-85.6% |
| Participant deferral / active EE | $1,737 | $5,338-67.5% | $4,656-62.7% | $6,400-72.9% |
| Admin fee / account holder | $24,215 | $10,926+121.6% | $7,493+223.2% | $11,426+111.9% |