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 | $143,261 | $135,635+5.6% | $110,238+30.0% | $135,375+5.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.75% | 513.19%-518.9pp | 314.74%-320.5pp | 519.73%-525.5pp |
| Employer contribution / active EE | $705 | $4,906-85.6% | $3,826-81.6% | $4,779-85.2% |
| Participant deferral / active EE | $2,470 | $5,506-55.1% | $4,672-47.1% | $5,609-56.0% |
| Admin fee / account holder | $2,055 | $11,457-82.1% | $8,547-76.0% | $10,827-81.0% |