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 | $90,398 | $167,484-46.0% | $151,611-40.4% | $134,475-32.8% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -10.74% | 7.80%-18.5pp | 3.33%-14.1pp | 417.96%-428.7pp |
| Employer contribution / active EE | $1,485 | $6,829-78.3% | $6,166-75.9% | $4,740-68.7% |
| Participant deferral / active EE | $4,221 | $8,986-53.0% | $8,363-49.5% | $6,400-34.0% |
| Admin fee / account holder | $1,403 | $13,783-89.8% | $11,616-87.9% | $11,426-87.7% |