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 | $135,766 | $97,757+38.9% | $83,848+61.9% | $135,375+0.3% |
| Participation rate | 81.3% | 80.0%+1.3pp | 76.1%+5.1pp | 82.6%-1.4pp |
| Annual return | -4.39% | 1287.37%-1291.8pp | 850.88%-855.3pp | 519.73%-524.1pp |
| Employer contribution / active EE | $522 | $4,222-87.6% | $3,631-85.6% | $4,779-89.1% |
| Participant deferral / active EE | $4,315 | $4,682-7.8% | $4,082+5.7% | $5,609-23.1% |
| Admin fee / account holder | $24,994 | $6,674+274.5% | $5,478+356.2% | $10,827+130.8% |