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 | $84,985 | $160,055-46.9% | $140,016-39.3% | $135,375-37.2% |
| Participation rate | 94.4% | 88.5%+5.9pp | 87.5%+6.9pp | 82.6%+11.8pp |
| Annual return | 0.85% | 911.38%-910.5pp | 651.12%-650.3pp | 519.73%-518.9pp |
| Employer contribution / active EE | $1,230 | $6,420-80.8% | $5,606-78.1% | $4,779-74.3% |
| Participant deferral / active EE | $4,169 | $7,642-45.4% | $6,927-39.8% | $5,609-25.7% |
| Admin fee / account holder | $2,479 | $13,328-81.4% | $10,705-76.8% | $10,827-77.1% |