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 | $55,891 | $105,181-46.9% | $159,436-64.9% | $85,850-34.9% |
| Participation rate | 90.6% | 75.8%+14.9pp | 82.8%+7.8pp | 69.3%+21.3pp |
| Annual return | 13.63% | 45.07%-31.4pp | 263.57%-249.9pp | 318.53%-304.9pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,368 | $5,945-9.7% | $7,352-27.0% | $3,952+35.8% |
| Admin fee / account holder | $2,949 | $6,933-57.5% | $10,799-72.7% | $6,260-52.9% |