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 | $29,968 | $41,854-28.4% | $73,843-59.4% | $52,331-42.7% |
| Participation rate | 88.0% | 66.2%+21.8pp | 73.4%+14.6pp | 68.1%+19.9pp |
| Annual return | -0.63% | 2.11%-2.7pp | 2267.84%-2268.5pp | 4.54%-5.2pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,787-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $4,173 | $2,498+67.0% | $3,583+16.5% | $3,022+38.1% |
| Admin fee / account holder | $2,772 | $493+462.6% | $4,880-43.2% | $592+368.5% |