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 9-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 | $179,351 | $175,202+2.4% | $149,673+19.8% | $139,434+28.6% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 19.91% | 166.71%-146.8pp | 134.42%-114.5pp | 372.94%-353.0pp |
| Employer contribution / active EE | $690 | $5,474-87.4% | $4,818-85.7% | $4,751-85.5% |
| Participant deferral / active EE | $24,197 | $6,519+271.2% | $5,680+326.0% | $6,710+260.6% |
| Admin fee / account holder | $10,135 | $16,150-37.2% | $13,210-23.3% | $11,403-11.1% |