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 | $117,908 | $138,065-14.6% | $123,544-4.6% | $135,375-12.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.47% | 153.68%-161.2pp | 119.20%-126.7pp | 519.73%-527.2pp |
| Employer contribution / active EE | $240 | $5,151-95.3% | $4,628-94.8% | $4,779-95.0% |
| Participant deferral / active EE | $14,739 | $6,799+116.8% | $6,426+129.4% | $5,609+162.8% |
| Admin fee / account holder | $5,580 | $10,916-48.9% | $9,284-39.9% | $10,827-48.5% |