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 | $37,781 | $167,484-77.4% | $151,611-75.1% | $134,475-71.9% |
| Participation rate | 82.6% | 88.4%-5.8pp | 87.5%-4.9pp | 81.2%+1.4pp |
| Annual return | -17.54% | 7.80%-25.3pp | 3.33%-20.9pp | 417.96%-435.5pp |
| Employer contribution / active EE | $1,347 | $6,829-80.3% | $6,166-78.1% | $4,740-71.6% |
| Participant deferral / active EE | $6,022 | $8,986-33.0% | $8,363-28.0% | $6,400-5.9% |
| Admin fee / account holder | $3,481 | $13,783-74.7% | $11,616-70.0% | $11,426-69.5% |