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 | $26,188 | $142,344-81.6% | $119,609-78.1% | $134,475-80.5% |
| Participation rate | 84.6% | 82.8%+1.8pp | 79.3%+5.4pp | 81.2%+3.4pp |
| Annual return | -18.72% | -12.44%-6.3pp | -14.97%-3.7pp | 417.96%-436.7pp |
| Employer contribution / active EE | $0 | $5,222-100.0% | $4,232-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $5,594 | $6,469-13.5% | $5,602-0.1% | $6,400-12.6% |
| Admin fee / account holder | $389 | $13,584-97.1% | $10,323-96.2% | $11,426-96.6% |