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 | $58,224 | $92,222-36.9% | $76,768-24.2% | $135,375-57.0% |
| Participation rate | 75.0% | 79.8%-4.8pp | 77.0%-2.0pp | 82.6%-7.6pp |
| Annual return | -7.61% | 5.46%-13.1pp | 2.43%-10.0pp | 519.73%-527.3pp |
| Employer contribution / active EE | $159 | $3,216-95.1% | $2,485-93.6% | $4,779-96.7% |
| Participant deferral / active EE | $3,873 | $4,509-14.1% | $3,852+0.6% | $5,609-30.9% |
| Admin fee / account holder | $2,376 | $10,748-77.9% | $6,675-64.4% | $10,827-78.1% |