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 9-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 | $61,423 | $75,828-19.0% | $147,614-58.4% | $59,632+3.0% |
| Participation rate | 73.9% | 71.6%+2.3pp | 84.6%-10.7pp | 68.7%+5.2pp |
| Annual return | -1.25% | 0.37%-1.6pp | 61.98%-63.2pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $34 | $3,485-99.0% | $5,564-99.4% | $2,203-98.5% |
| Participant deferral / active EE | $3,393 | $3,130+8.4% | $4,895-30.7% | $3,192+6.3% |
| Admin fee / account holder | $2,149 | $5,985-64.1% | $11,611-81.5% | $4,297-50.0% |