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 | $80,127 | $112,881-29.0% | $90,951-11.9% | $158,922-49.6% |
| Participation rate | 77.3% | 74.7%+2.5pp | 69.0%+8.3pp | 82.0%-4.7pp |
| Annual return | 10.63% | 215.79%-205.2pp | 134.60%-124.0pp | 302.83%-292.2pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $5,513 | $4,128+33.6% | $3,373+63.5% | $5,982-7.8% |
| Admin fee / account holder | $1,658 | $8,041-79.4% | $5,959-72.2% | $11,246-85.3% |