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 | $28,245 | $58,577-51.8% | $83,333-66.1% | $64,186-56.0% |
| Participation rate | 78.8% | 72.0%+6.8pp | 77.8%+1.0pp | 69.6%+9.2pp |
| Annual return | -5.33% | 9.65%-15.0pp | 10.63%-16.0pp | 7.63%-13.0pp |
| Employer contribution / active EE | $234 | $2,098-88.9% | $3,379-93.1% | $2,381-90.2% |
| Participant deferral / active EE | $2,776 | $4,654-40.4% | $5,565-50.1% | $3,470-20.0% |
| Admin fee / account holder | $17,521 | $9,275+88.9% | $7,510+133.3% | $4,888+258.4% |