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 | $169,244 | $91,538+84.9% | $129,995+30.2% | $75,163+125.2% |
| Participation rate | 90.2% | 71.4%+18.8pp | 78.5%+11.7pp | 67.2%+23.0pp |
| Annual return | 13.05% | -631.11%+644.2pp | -137.18%+150.2pp | 160.62%-147.6pp |
| Employer contribution / active EE | $613 | $2,845-78.5% | $4,320-85.8% | $2,670-77.0% |
| Participant deferral / active EE | $8,853 | $4,341+103.9% | $5,820+52.1% | $4,125+114.6% |
| Admin fee / account holder | $46,585 | $6,790+586.1% | $10,614+338.9% | $5,651+724.4% |