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 | $38,411 | $50,958-24.6% | $74,550-48.5% | $64,186-40.2% |
| Participation rate | 88.9% | 61.1%+27.8pp | 69.1%+19.7pp | 69.6%+19.3pp |
| Annual return | -5.75% | -1.86%-3.9pp | 32.53%-38.3pp | 7.63%-13.4pp |
| Employer contribution / active EE | $178 | $1,115-84.1% | $1,961-90.9% | $2,381-92.5% |
| Participant deferral / active EE | $4,206 | $2,301+82.8% | $3,108+35.3% | $3,470+21.2% |
| Admin fee / account holder | $1,870 | $4,223-55.7% | $5,060-63.0% | $4,888-61.7% |