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 | $88,370 | $56,199+57.2% | $67,652+30.6% | $59,632+48.2% |
| Participation rate | 88.5% | 71.5%+17.0pp | 75.7%+12.8pp | 68.7%+19.8pp |
| Annual return | -0.34% | 18505.31%-18505.6pp | 6625.04%-6625.4pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,331 | $2,844+87.5% | $3,560+49.8% | $3,192+67.0% |
| Admin fee / account holder | $6,642 | $3,958+67.8% | $4,821+37.8% | $4,297+54.6% |