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 6-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 | $48,135 | $68,346-29.6% | $94,646-49.1% | $75,163-36.0% |
| Participation rate | 92.0% | 76.1%+15.9pp | 80.8%+11.2pp | 67.2%+24.8pp |
| Annual return | 191.12% | 616.93%-425.8pp | 156.71%+34.4pp | 160.62%+30.5pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $11,650 | $6,537+78.2% | $7,418+57.1% | $4,125+182.4% |
| Admin fee / account holder | $4,764 | $5,326-10.6% | $7,231-34.1% | $5,651-15.7% |