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 8-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 | $56,572 | $142,344-60.3% | $119,609-52.7% | $134,475-57.9% |
| Participation rate | 72.7% | 82.8%-10.1pp | 79.3%-6.5pp | 81.2%-8.5pp |
| Annual return | -14.91% | -12.44%-2.5pp | -14.97%+0.1pp | 417.96%-432.9pp |
| Employer contribution / active EE | $889 | $5,222-83.0% | $4,232-79.0% | $4,740-81.2% |
| Participant deferral / active EE | $2,554 | $6,469-60.5% | $5,602-54.4% | $6,400-60.1% |
| Admin fee / account holder | $1,548 | $13,584-88.6% | $10,323-85.0% | $11,426-86.4% |