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 | $40,827 | $56,199-27.4% | $67,652-39.7% | $59,632-31.5% |
| Participation rate | 81.1% | 71.5%+9.7pp | 75.7%+5.5pp | 68.7%+12.5pp |
| Annual return | -0.70% | 18505.31%-18506.0pp | 6625.04%-6625.7pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $266 | $1,614-83.5% | $2,266-88.3% | $2,203-87.9% |
| Participant deferral / active EE | $1,405 | $2,844-50.6% | $3,560-60.5% | $3,192-56.0% |
| Admin fee / account holder | $5,830 | $3,958+47.3% | $4,821+20.9% | $4,297+35.7% |