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 | $59,136 | $67,411-12.3% | $91,001-35.0% | $70,131-15.7% |
| Participation rate | 80.7% | 71.4%+9.3pp | 75.6%+5.1pp | 69.5%+11.1pp |
| Annual return | 15.63% | -40.16%+55.8pp | 4.60%+11.0pp | 73.14%-57.5pp |
| Employer contribution / active EE | $124 | $1,786-93.1% | $2,456-94.9% | $2,342-94.7% |
| Participant deferral / active EE | $2,015 | $2,823-28.6% | $3,547-43.2% | $3,332-39.5% |
| Admin fee / account holder | $6,808 | $4,236+60.7% | $5,417+25.7% | $4,645+46.6% |