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 6-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 | $170,049 | $167,307+1.6% | $143,757+18.3% | $134,475+26.5% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -12.52% | 0.46%-13.0pp | -0.04%-12.5pp | 417.96%-430.5pp |
| Employer contribution / active EE | $991 | $5,619-82.4% | $4,951-80.0% | $4,740-79.1% |
| Participant deferral / active EE | $5,164 | $6,446-19.9% | $5,637-8.4% | $6,400-19.3% |
| Admin fee / account holder | $6,657 | $18,088-63.2% | $14,673-54.6% | $11,426-41.7% |