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 | $178,505 | $185,822-3.9% | $169,993+5.0% | $139,434+28.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.67% | 60.50%-46.8pp | 53.37%-39.7pp | 372.94%-359.3pp |
| Employer contribution / active EE | $296 | $7,590-96.1% | $6,785-95.6% | $4,751-93.8% |
| Participant deferral / active EE | $15,129 | $11,622+30.2% | $10,408+45.4% | $6,710+125.5% |
| Admin fee / account holder | $29,632 | $15,381+92.7% | $12,815+131.2% | $11,403+159.9% |