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 9-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 | $68,041 | $214,378-68.3% | $200,582-66.1% | $142,382-52.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 12.21% | 46.41%-34.2pp | 42.33%-30.1pp | 217.08%-204.9pp |
| Employer contribution / active EE | $405 | $6,841-94.1% | $6,419-93.7% | $4,299-90.6% |
| Participant deferral / active EE | $0 | $9,865-100.0% | $9,331-100.0% | $6,507-100.0% |
| Admin fee / account holder | $16,298 | $17,692-7.9% | $16,3050% | $12,624+29.1% |