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 | $80,493 | $110,094-26.9% | $151,611-46.9% | $68,494+17.5% |
| Participation rate | 93.3% | 84.0%+9.4pp | 87.5%+5.8pp | 67.9%+25.4pp |
| Annual return | -10.38% | -10.12%-0.3pp | 3.33%-13.7pp | -7.84%-2.5pp |
| Employer contribution / active EE | $1,285 | $4,471-71.3% | $6,166-79.2% | $2,596-50.5% |
| Participant deferral / active EE | $5,143 | $6,527-21.2% | $8,363-38.5% | $4,027+27.7% |
| Admin fee / account holder | $7,452 | $7,719-3.4% | $11,616-35.8% | $5,403+37.9% |