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 | $151,166 | $138,044+9.5% | $125,339+20.6% | $134,475+12.4% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -11.58% | 750.33%-761.9pp | 572.05%-583.6pp | 417.96%-429.5pp |
| Employer contribution / active EE | $449 | $5,243-91.4% | $4,814-90.7% | $4,740-90.5% |
| Participant deferral / active EE | $20,227 | $7,799+159.4% | $7,446+171.6% | $6,400+216.1% |
| Admin fee / account holder | $5,538 | $11,571-52.1% | $10,010-44.7% | $11,426-51.5% |