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 | $189,585 | $138,065+37.3% | $123,544+53.5% | $135,375+40.0% |
| Participation rate | 72.7% | 84.7%-12.0pp | 82.3%-9.6pp | 82.6%-9.9pp |
| Annual return | -4.92% | 153.68%-158.6pp | 119.20%-124.1pp | 519.73%-524.7pp |
| Employer contribution / active EE | $725 | $5,151-85.9% | $4,628-84.3% | $4,779-84.8% |
| Participant deferral / active EE | $5,270 | $6,799-22.5% | $6,426-18.0% | $5,609-6.0% |
| Admin fee / account holder | $1,815 | $10,916-83.4% | $9,284-80.5% | $10,827-83.2% |