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 | $43,679 | $110,809-60.6% | $86,874-49.7% | $167,490-73.9% |
| Participation rate | 88.9% | 75.8%+13.1pp | 71.6%+17.3pp | 82.1%+6.8pp |
| Annual return | 9.46% | 116.98%-107.5pp | 63.52%-54.1pp | 478.56%-469.1pp |
| Employer contribution / active EE | $0 | $3,244-100.0% | $2,495-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $4,932 | $4,546+8.5% | $3,699+33.3% | $6,341-22.2% |
| Admin fee / account holder | $3,130 | $8,415-62.8% | $5,828-46.3% | $12,309-74.6% |