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 | $78,406 | $93,373-16.0% | $152,466-48.6% | $85,850-8.7% |
| Participation rate | 70.7% | 70.1%+0.6pp | 78.2%-7.5pp | 69.3%+1.4pp |
| Annual return | 13.09% | 21.84%-8.8pp | 757.33%-744.2pp | 318.53%-305.4pp |
| Employer contribution / active EE | $117 | $2,996-96.1% | $4,327-97.3% | $2,565-95.4% |
| Participant deferral / active EE | $2,338 | $4,550-48.6% | $5,820-59.8% | $3,952-40.8% |
| Admin fee / account holder | $3,869 | $13,853-72.1% | $15,805-75.5% | $6,260-38.2% |