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 8-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 | $121,857 | $87,733+38.9% | $106,548+14.4% | $85,850+41.9% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 16.15% | 21.86%-5.7pp | 26.80%-10.6pp | 318.53%-302.4pp |
| Employer contribution / active EE | $438 | $2,073-78.9% | $2,819-84.5% | $2,565-82.9% |
| Participant deferral / active EE | $5,160 | $3,469+48.7% | $4,398+17.3% | $3,952+30.6% |
| Admin fee / account holder | $739 | $6,767-89.1% | $7,407-90.0% | $6,260-88.2% |