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 | $67,193 | $78,694-14.6% | $67,652-0.7% | $125,391-46.4% |
| Participation rate | 76.5% | 78.8%-2.3pp | 75.7%+0.8pp | 83.2%-6.7pp |
| Annual return | 0.47% | 9.46%-9.0pp | 6625.04%-6624.6pp | 282.22%-281.8pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,325 | $4,292+0.8% | $3,560+21.5% | $5,352-19.2% |
| Admin fee / account holder | $1,775 | $7,403-76.0% | $4,821-63.2% | $9,540-81.4% |