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 | $36,064 | $183,963-80.4% | $162,163-77.8% | $152,861-76.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 26.09% | 150.76%-124.7pp | 115.59%-89.5pp | 345.32%-319.2pp |
| Employer contribution / active EE | $204 | $6,371-96.8% | $5,614-96.4% | $4,762-95.7% |
| Participant deferral / active EE | $25,546 | $8,034+218.0% | $7,298+250.0% | $5,850+336.7% |
| Admin fee / account holder | $1,319 | $13,121-90.0% | $10,843-87.8% | $11,596-88.6% |