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 | $21,442 | $82,664-74.1% | $125,339-82.9% | $68,494-68.7% |
| Participation rate | 78.0% | 75.0%+3.0pp | 82.4%-4.3pp | 67.9%+10.2pp |
| Annual return | -9.54% | -5.97%-3.6pp | 572.05%-581.6pp | -7.84%-1.7pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,157 | $6,110-32.0% | $7,446-44.2% | $4,027+3.2% |
| Admin fee / account holder | $590 | $6,275-90.6% | $10,010-94.1% | $5,403-89.1% |