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 | $53,413 | $71,883-25.7% | $86,677-38.4% | $68,494-22.0% |
| Participation rate | 81.0% | 72.2%+8.7pp | 76.6%+4.4pp | 67.9%+13.1pp |
| Annual return | -15.68% | 3.52%-19.2pp | 35.91%-51.6pp | -7.84%-7.8pp |
| Employer contribution / active EE | $575 | $2,173-73.6% | $2,836-79.7% | $2,596-77.9% |
| Participant deferral / active EE | $2,497 | $3,779-33.9% | $4,656-46.4% | $4,027-38.0% |
| Admin fee / account holder | $6,105 | $6,112-0.1% | $7,493-18.5% | $5,403+13.0% |