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 | $248,087 | $138,065+79.7% | $123,544+100.8% | $135,375+83.3% |
| Participation rate | 95.2% | 84.7%+10.5pp | 82.3%+12.9pp | 82.6%+12.6pp |
| Annual return | -5.90% | 153.68%-159.6pp | 119.20%-125.1pp | 519.73%-525.6pp |
| Employer contribution / active EE | $620 | $5,151-88.0% | $4,628-86.6% | $4,779-87.0% |
| Participant deferral / active EE | $6,543 | $6,799-3.8% | $6,426+1.8% | $5,609+16.7% |
| Admin fee / account holder | $14,278 | $10,916+30.8% | $9,284+53.8% | $10,827+31.9% |