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 | $46,052 | $94,529-51.3% | $140,016-67.1% | $64,186-28.3% |
| Participation rate | 73.7% | 84.1%-10.4pp | 87.5%-13.8pp | 69.6%+4.1pp |
| Annual return | -4.71% | 7.77%-12.5pp | 651.12%-655.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $936 | $3,812-75.5% | $5,606-83.3% | $2,381-60.7% |
| Participant deferral / active EE | $2,711 | $5,250-48.4% | $6,927-60.9% | $3,470-21.9% |
| Admin fee / account holder | $431 | $6,741-93.6% | $10,705-96.0% | $4,888-91.2% |