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 | $146,298 | $93,024+57.3% | $77,024+89.9% | $134,475+8.8% |
| Participation rate | 81.8% | 74.5%+7.3pp | 67.9%+13.9pp | 81.2%+0.6pp |
| Annual return | -15.82% | 62.60%-78.4pp | 42.32%-58.1pp | 417.96%-433.8pp |
| Employer contribution / active EE | $371 | $3,418-89.1% | $2,812-86.8% | $4,740-92.2% |
| Participant deferral / active EE | $7,805 | $5,238+49.0% | $4,426+76.3% | $6,400+22.0% |
| Admin fee / account holder | $355 | $6,944-94.9% | $5,425-93.4% | $11,426-96.9% |