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 | $90,159 | $135,635-33.5% | $110,238-18.2% | $135,375-33.4% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.8%+5.9pp | 82.6%+3.1pp |
| Annual return | -5.18% | 513.19%-518.4pp | 314.74%-319.9pp | 519.73%-524.9pp |
| Employer contribution / active EE | $269 | $4,906-94.5% | $3,826-93.0% | $4,779-94.4% |
| Participant deferral / active EE | $1,913 | $5,506-65.3% | $4,672-59.0% | $5,609-65.9% |
| Admin fee / account holder | $30,260 | $11,457+164.1% | $8,547+254.0% | $10,827+179.5% |