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 9-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 | $88,526 | $140,588-37.0% | $123,104-28.1% | $125,391-29.4% |
| Participation rate | 83.3% | 88.2%-4.9pp | 86.8%-3.4pp | 83.2%+0.1pp |
| Annual return | -2.37% | 16.80%-19.2pp | 13.22%-15.6pp | 282.22%-284.6pp |
| Employer contribution / active EE | $792 | $6,041-86.9% | $5,151-84.6% | $4,866-83.7% |
| Participant deferral / active EE | $2,453 | $6,980-64.9% | $6,230-60.6% | $5,352-54.2% |
| Admin fee / account holder | $2,780 | $11,198-75.2% | $9,015-69.2% | $9,540-70.9% |