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 | $47,664 | $105,860-55.0% | $90,749-47.5% | $134,475-64.6% |
| Participation rate | 76.2% | 78.2%-2.1pp | 75.7%+0.5pp | 81.2%-5.0pp |
| Annual return | -14.06% | -11.01%-3.1pp | -12.16%-1.9pp | 417.96%-432.0pp |
| Employer contribution / active EE | $494 | $3,462-85.7% | $2,921-83.1% | $4,740-89.6% |
| Participant deferral / active EE | $2,283 | $5,216-56.2% | $4,564-50.0% | $6,400-64.3% |
| Admin fee / account holder | $2,990 | $13,938-78.5% | $8,445-64.6% | $11,426-73.8% |