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 8-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 | $26,105 | $105,181-75.2% | $159,436-83.6% | $85,850-69.6% |
| Participation rate | 86.0% | 75.8%+10.3pp | 82.8%+3.2pp | 69.3%+16.7pp |
| Annual return | 41.89% | 45.07%-3.2pp | 263.57%-221.7pp | 318.53%-276.6pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $9,768 | $5,945+64.3% | $7,352+32.9% | $3,952+147.2% |
| Admin fee / account holder | $9,699 | $6,933+39.9% | $10,799-10.2% | $6,260+54.9% |