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 | $29,920 | $148,534-79.9% | $135,903-78.0% | $139,434-78.5% |
| Participation rate | 92.9% | 83.9%+9.0pp | 81.9%+11.0pp | 80.3%+12.5pp |
| Annual return | 21.93% | 79.19%-57.3pp | 68.23%-46.3pp | 372.94%-351.0pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,856-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $16,224 | $8,100+100.3% | $7,758+109.1% | $6,710+141.8% |
| Admin fee / account holder | $1,110 | $12,400-91.0% | $10,762-89.7% | $11,403-90.3% |