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 | $70,820 | $50,958+39.0% | $74,550-5.0% | $64,186+10.3% |
| Participation rate | 81.8% | 61.1%+20.8pp | 69.1%+12.7pp | 69.6%+12.2pp |
| Annual return | -3.81% | -1.86%-2.0pp | 32.53%-36.3pp | 7.63%-11.4pp |
| Employer contribution / active EE | $17 | $1,115-98.5% | $1,961-99.2% | $2,381-99.3% |
| Participant deferral / active EE | $2,815 | $2,301+22.3% | $3,108-9.4% | $3,470-18.9% |
| Admin fee / account holder | $12,146 | $4,223+187.6% | $5,060+140.1% | $4,888+148.5% |