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 | $28,616 | $185,822-84.6% | $169,993-83.2% | $139,434-79.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.11% | 60.50%-40.4pp | 53.37%-33.3pp | 372.94%-352.8pp |
| Employer contribution / active EE | $745 | $7,590-90.2% | $6,785-89.0% | $4,751-84.3% |
| Participant deferral / active EE | $11,007 | $11,622-5.3% | $10,408+5.8% | $6,710+64.0% |
| Admin fee / account holder | $612 | $15,381-96.0% | $12,815-95.2% | $11,403-94.6% |