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 | $133,934 | $116,175+15.3% | $93,606+43.1% | $152,861-12.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 13.06% | 35.96%-22.9pp | 32.76%-19.7pp | 345.32%-332.3pp |
| Employer contribution / active EE | $171 | $3,218-94.7% | $2,718-93.7% | $4,762-96.4% |
| Participant deferral / active EE | $2,660 | $4,603-42.2% | $4,069-34.6% | $5,850-54.5% |
| Admin fee / account holder | $59,101 | $10,748+449.9% | $7,888+649.2% | $11,596+409.7% |