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 6-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 | $138,831 | $175,202-20.8% | $149,673-7.2% | $139,434-0.4% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 18.98% | 166.71%-147.7pp | 134.42%-115.4pp | 372.94%-354.0pp |
| Employer contribution / active EE | $1,076 | $5,474-80.3% | $4,818-77.7% | $4,751-77.3% |
| Participant deferral / active EE | $2,043 | $6,519-68.7% | $5,680-64.0% | $6,710-69.6% |
| Admin fee / account holder | $8,292 | $16,150-48.7% | $13,210-37.2% | $11,403-27.3% |