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 | $74,997 | $78,422-4.4% | $95,952-21.8% | $79,858-6.1% |
| Participation rate | 90.5% | 73.5%+17.0pp | 77.1%+13.4pp | 69.6%+20.8pp |
| Annual return | 35.79% | 19.37%+16.4pp | 91.61%-55.8pp | 31.71%+4.1pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,185 | $3,440+21.7% | $4,167+0.4% | $3,740+11.9% |
| Admin fee / account holder | $766 | $5,622-86.4% | $6,795-88.7% | $5,306-85.6% |