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 | $65,722 | $73,867-11.0% | $143,757-54.3% | $68,494-4.0% |
| Participation rate | 92.3% | 66.7%+25.7pp | 80.3%+12.0pp | 67.9%+24.4pp |
| Annual return | -15.95% | 1.01%-17.0pp | -0.04%-15.9pp | -7.84%-8.1pp |
| Employer contribution / active EE | $168 | $3,184-94.7% | $4,951-96.6% | $2,596-93.5% |
| Participant deferral / active EE | $8,339 | $3,384+146.4% | $5,637+47.9% | $4,027+107.1% |
| Admin fee / account holder | $8,843 | $5,755+53.7% | $14,673-39.7% | $5,403+63.7% |