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 | $55,907 | $65,561-14.7% | $86,188-35.1% | $75,163-25.6% |
| Participation rate | 89.6% | 60.5%+29.1pp | 69.0%+20.6pp | 67.2%+22.4pp |
| Annual return | 15.03% | 46.05%-31.0pp | 1168.45%-1153.4pp | 160.62%-145.6pp |
| Employer contribution / active EE | $112 | $1,553-92.8% | $2,380-95.3% | $2,670-95.8% |
| Participant deferral / active EE | $6,833 | $3,024+126.0% | $3,985+71.5% | $4,125+65.6% |
| Admin fee / account holder | $5,946 | $5,474+8.6% | $6,852-13.2% | $5,651+5.2% |