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 | $134,371 | $167,484-19.8% | $151,611-11.4% | $134,475-0.1% |
| Participation rate | 88.2% | 88.4%-0.1pp | 87.5%+0.7pp | 81.2%+7.0pp |
| Annual return | -13.77% | 7.80%-21.6pp | 3.33%-17.1pp | 417.96%-431.7pp |
| Employer contribution / active EE | $0 | $6,829-100.0% | $6,166-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $9,877 | $8,986+9.9% | $8,363+18.1% | $6,400+54.3% |
| Admin fee / account holder | $24,057 | $13,783+74.5% | $11,616+107.1% | $11,426+110.6% |