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 | $54,477 | $180,449-69.8% | $154,107-64.7% | $135,375-59.8% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -6.92% | 888.09%-895.0pp | 735.12%-742.0pp | 519.73%-526.7pp |
| Employer contribution / active EE | $963 | $6,035-84.0% | $5,298-81.8% | $4,779-79.9% |
| Participant deferral / active EE | $3,099 | $5,806-46.6% | $5,081-39.0% | $5,609-44.7% |
| Admin fee / account holder | $1,187 | $16,143-92.6% | $13,411-91.1% | $10,827-89.0% |