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 | $65,613 | $63,346+3.6% | $92,233-28.9% | $70,131-6.4% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 13.53% | 530.12%-516.6pp | 176.28%-162.8pp | 73.14%-59.6pp |
| Employer contribution / active EE | $476 | $2,471-80.7% | $3,679-87.1% | $2,342-79.7% |
| Participant deferral / active EE | $5,278 | $2,854+84.9% | $3,897+35.4% | $3,332+58.4% |
| Admin fee / account holder | $1,805 | $3,840-53.0% | $5,194-65.2% | $4,645-61.1% |