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 | $36,846 | $138,065-73.3% | $123,544-70.2% | $135,375-72.8% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -6.03% | 153.68%-159.7pp | 119.20%-125.2pp | 519.73%-525.8pp |
| Employer contribution / active EE | $91 | $5,151-98.2% | $4,628-98.0% | $4,779-98.1% |
| Participant deferral / active EE | $9,229 | $6,799+35.7% | $6,426+43.6% | $5,609+64.6% |
| Admin fee / account holder | $11,819 | $10,916+8.3% | $9,284+27.3% | $10,827+9.2% |