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 | $48,766 | $202,318-75.9% | $172,739-71.8% | $152,861-68.1% |
| Participation rate | 94.4% | 87.1%+7.4pp | 82.6%+11.8pp | 82.4%+12.0pp |
| Annual return | 21.40% | 1029.65%-1008.2pp | 802.84%-781.4pp | 345.32%-323.9pp |
| Employer contribution / active EE | $731 | $5,856-87.5% | $5,143-85.8% | $4,762-84.6% |
| Participant deferral / active EE | $3,019 | $5,948-49.3% | $5,198-41.9% | $5,850-48.4% |
| Admin fee / account holder | $1,883 | $17,109-89.0% | $13,954-86.5% | $11,596-83.8% |