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 | $28,580 | $105,860-73.0% | $90,749-68.5% | $134,475-78.7% |
| Participation rate | 93.3% | 78.2%+15.1pp | 75.7%+17.6pp | 81.2%+12.1pp |
| Annual return | -15.03% | -11.01%-4.0pp | -12.16%-2.9pp | 417.96%-433.0pp |
| Employer contribution / active EE | $0 | $3,462-100.0% | $2,921-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,338 | $5,216-36.0% | $4,564-26.9% | $6,400-47.8% |
| Admin fee / account holder | $25,058 | $13,938+79.8% | $8,445+196.7% | $11,426+119.3% |