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 | $80,134 | $152,587-47.5% | $125,175-36.0% | $152,861-47.6% |
| Participation rate | 80.0% | 83.3%-3.3pp | 79.8%+0.2pp | 82.4%-2.4pp |
| Annual return | 20.04% | 54.84%-34.8pp | 43.79%-23.8pp | 345.32%-325.3pp |
| Employer contribution / active EE | $601 | $4,946-87.8% | $3,865-84.4% | $4,762-87.4% |
| Participant deferral / active EE | $12,520 | $5,868+113.4% | $4,937+153.6% | $5,850+114.0% |
| Admin fee / account holder | $1,815 | $13,434-86.5% | $9,702-81.3% | $11,596-84.3% |