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 | $70,531 | $157,256-55.1% | $141,162-50.0% | $152,861-53.9% |
| Participation rate | 76.2% | 84.8%-8.6pp | 82.5%-6.3pp | 82.4%-6.3pp |
| Annual return | 20.23% | 64.32%-44.1pp | 71.39%-51.2pp | 345.32%-325.1pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,365 | $7,109-38.6% | $6,709-34.9% | $5,850-25.4% |
| Admin fee / account holder | $8,276 | $12,120-31.7% | $10,261-19.3% | $11,596-28.6% |