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 | $54,822 | $77,813-29.5% | $123,544-55.6% | $64,186-14.6% |
| Participation rate | 71.1% | 74.7%-3.7pp | 82.3%-11.2pp | 69.6%+1.5pp |
| Annual return | -1.83% | 12.48%-14.3pp | 119.20%-121.0pp | 7.63%-9.5pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $8,704 | $5,240+66.1% | $6,426+35.5% | $3,470+150.9% |
| Admin fee / account holder | $19,850 | $5,519+259.7% | $9,284+113.8% | $4,888+306.1% |