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 | $148,090 | $82,664+79.1% | $125,339+18.2% | $68,494+116.2% |
| Participation rate | 70.0% | 75.0%-5.0pp | 82.4%-12.4pp | 67.9%+2.1pp |
| Annual return | -15.39% | -5.97%-9.4pp | 572.05%-587.4pp | -7.84%-7.5pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $13,610 | $6,110+122.7% | $7,446+82.8% | $4,027+237.9% |
| Admin fee / account holder | $502 | $6,275-92.0% | $10,010-95.0% | $5,403-90.7% |