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 | $127,784 | $142,344-10.2% | $119,609+6.8% | $134,475-5.0% |
| Participation rate | 86.7% | 82.8%+3.9pp | 79.3%+7.4pp | 81.2%+5.4pp |
| Annual return | -13.64% | -12.44%-1.2pp | -14.97%+1.3pp | 417.96%-431.6pp |
| Employer contribution / active EE | $0 | $5,222-100.0% | $4,232-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,759 | $6,469-57.4% | $5,602-50.7% | $6,400-56.9% |
| Admin fee / account holder | $16,617 | $13,584+22.3% | $10,323+61.0% | $11,426+45.4% |