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 9-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 | $79,010 | $202,318-60.9% | $172,739-54.3% | $152,861-48.3% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 91.17% | 1029.65%-938.5pp | 802.84%-711.7pp | 345.32%-254.1pp |
| Employer contribution / active EE | $1,044 | $5,856-82.2% | $5,143-79.7% | $4,762-78.1% |
| Participant deferral / active EE | $4,108 | $5,948-30.9% | $5,198-21.0% | $5,850-29.8% |
| Admin fee / account holder | $1,012 | $17,109-94.1% | $13,954-92.7% | $11,596-91.3% |