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 | $64,016 | $73,004-12.3% | $90,749-29.5% | $68,494-6.5% |
| Participation rate | 81.5% | 70.8%+10.6pp | 75.7%+5.8pp | 67.9%+13.6pp |
| Annual return | -13.68% | -13.81%+0.1pp | -12.16%-1.5pp | -7.84%-5.8pp |
| Employer contribution / active EE | $400 | $2,193-81.7% | $2,921-86.3% | $2,596-84.6% |
| Participant deferral / active EE | $3,232 | $3,627-10.9% | $4,564-29.2% | $4,027-19.7% |
| Admin fee / account holder | $9,527 | $5,896+61.6% | $8,445+12.8% | $5,403+76.3% |