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 | $93,717 | $167,484-44.0% | $151,611-38.2% | $134,475-30.3% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.5%0pp | 81.2%+6.3pp |
| Annual return | -14.89% | 7.80%-22.7pp | 3.33%-18.2pp | 417.96%-432.9pp |
| Employer contribution / active EE | $788 | $6,829-88.5% | $6,166-87.2% | $4,740-83.4% |
| Participant deferral / active EE | $4,924 | $8,986-45.2% | $8,363-41.1% | $6,400-23.1% |
| Admin fee / account holder | $438 | $13,783-96.8% | $11,616-96.2% | $11,426-96.2% |