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 | $96,640 | $167,484-42.3% | $151,611-36.3% | $134,475-28.1% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.5%0pp | 81.2%+6.3pp |
| Annual return | -19.61% | 7.80%-27.4pp | 3.33%-22.9pp | 417.96%-437.6pp |
| Employer contribution / active EE | $1,489 | $6,829-78.2% | $6,166-75.8% | $4,740-68.6% |
| Participant deferral / active EE | $8,607 | $8,986-4.2% | $8,363+2.9% | $6,400+34.5% |
| Admin fee / account holder | $483 | $13,783-96.5% | $11,616-95.8% | $11,426-95.8% |