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 | $98,721 | $118,919-17.0% | $88,538+11.5% | $152,861-35.4% |
| Participation rate | 80.0% | 73.4%+6.6pp | 68.7%+11.3pp | 82.4%-2.4pp |
| Annual return | 24.21% | 47.92%-23.7pp | 43.64%-19.4pp | 345.32%-321.1pp |
| Employer contribution / active EE | $0 | $2,669-100.0% | $2,098-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,705 | $3,549+4.4% | $2,914+27.1% | $5,850-36.7% |
| Admin fee / account holder | $5,000 | $5,876-14.9% | $4,310+16.0% | $11,596-56.9% |