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 | $74,074 | $97,757-24.2% | $83,848-11.7% | $135,375-45.3% |
| Participation rate | 85.0% | 80.0%+5.0pp | 76.1%+8.9pp | 82.6%+2.4pp |
| Annual return | -7.71% | 1287.37%-1295.1pp | 850.88%-858.6pp | 519.73%-527.4pp |
| Employer contribution / active EE | $664 | $4,222-84.3% | $3,631-81.7% | $4,779-86.1% |
| Participant deferral / active EE | $2,228 | $4,682-52.4% | $4,082-45.4% | $5,609-60.3% |
| Admin fee / account holder | $1,275 | $6,674-80.9% | $5,478-76.7% | $10,827-88.2% |