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 | $130,614 | $159,901-18.3% | $146,958-11.1% | $145,922-10.5% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.2%+12.0pp | 80.3%+13.8pp |
| Annual return | 14.19% | 98.13%-83.9pp | 418.34%-404.1pp | 561.29%-547.1pp |
| Employer contribution / active EE | $878 | $5,286-83.4% | $4,933-82.2% | $4,660-81.2% |
| Participant deferral / active EE | $7,238 | $8,428-14.1% | $8,070-10.3% | $6,688+8.2% |
| Admin fee / account holder | $25,623 | $15,044+70.3% | $12,998+97.1% | $13,397+91.3% |