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 | $71,863 | $124,319-42.2% | $111,297-35.4% | $167,490-57.1% |
| Participation rate | 87.5% | 79.6%+7.9pp | 77.3%+10.2pp | 82.1%+5.4pp |
| Annual return | 26.41% | 37.44%-11.0pp | 54.65%-28.2pp | 478.56%-452.1pp |
| Employer contribution / active EE | $592 | $3,435-82.8% | $2,731-78.3% | $4,837-87.8% |
| Participant deferral / active EE | $2,881 | $5,180-44.4% | $4,487-35.8% | $6,341-54.6% |
| Admin fee / account holder | $605 | $10,618-94.3% | $7,964-92.4% | $12,309-95.1% |