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 | $79,484 | $73,867+7.6% | $143,757-44.7% | $68,494+16.0% |
| Participation rate | 91.8% | 66.7%+25.1pp | 80.3%+11.5pp | 67.9%+23.9pp |
| Annual return | -5.99% | 1.01%-7.0pp | -0.04%-5.9pp | -7.84%+1.9pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,261 | $3,384+25.9% | $5,637-24.4% | $4,027+5.8% |
| Admin fee / account holder | $3,523 | $5,755-38.8% | $14,673-76.0% | $5,403-34.8% |