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 | $111,051 | $114,381-2.9% | $107,525+3.3% | $142,382-22.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.98% | 242.71%-224.7pp | 181.32%-163.3pp | 217.08%-199.1pp |
| Employer contribution / active EE | $723 | $4,015-82.0% | $3,754-80.7% | $4,299-83.2% |
| Participant deferral / active EE | $15,801 | $5,564+184.0% | $5,116+208.9% | $6,507+142.8% |
| Admin fee / account holder | $708 | $9,860-92.8% | $8,919-92.1% | $12,624-94.4% |