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 | $77,610 | $180,449-57.0% | $154,107-49.6% | $135,375-42.7% |
| Participation rate | 70.0% | 87.4%-17.4pp | 83.0%-13.0pp | 82.6%-12.6pp |
| Annual return | -5.25% | 888.09%-893.3pp | 735.12%-740.4pp | 519.73%-525.0pp |
| Employer contribution / active EE | $1,098 | $6,035-81.8% | $5,298-79.3% | $4,779-77.0% |
| Participant deferral / active EE | $2,815 | $5,806-51.5% | $5,081-44.6% | $5,609-49.8% |
| Admin fee / account holder | $8,875 | $16,143-45.0% | $13,411-33.8% | $10,827-18.0% |