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 | $76,439 | $43,327+76.4% | $59,878+27.7% | $64,186+19.1% |
| Participation rate | 82.8% | 69.2%+13.6pp | 74.7%+8.1pp | 69.6%+13.2pp |
| Annual return | -3.42% | -1.55%-1.9pp | 3.46%-6.9pp | 7.63%-11.1pp |
| Employer contribution / active EE | $207 | $2,028-89.8% | $2,722-92.4% | $2,381-91.3% |
| Participant deferral / active EE | $2,812 | $2,546+10.5% | $3,402-17.3% | $3,470-18.9% |
| Admin fee / account holder | $12,569 | $3,005+318.3% | $3,590+250.1% | $4,888+157.1% |