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 | $193,937 | $159,901+21.3% | $146,958+32.0% | $145,922+32.9% |
| Participation rate | 90.5% | 84.0%+6.5pp | 82.2%+8.3pp | 80.3%+10.2pp |
| Annual return | 11.90% | 98.13%-86.2pp | 418.34%-406.4pp | 561.29%-549.4pp |
| Employer contribution / active EE | $208 | $5,286-96.1% | $4,933-95.8% | $4,660-95.5% |
| Participant deferral / active EE | $2,896 | $8,428-65.6% | $8,070-64.1% | $6,688-56.7% |
| Admin fee / account holder | $8,748 | $15,044-41.8% | $12,998-32.7% | $13,397-34.7% |