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 10-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 | $54,854 | $50,666+8.3% | $76,817-28.6% | $65,185-15.8% |
| Participation rate | 80.0% | 68.8%+11.2pp | 72.1%+7.9pp | 70.2%+9.8pp |
| Annual return | 19.49% | 28.51%-9.0pp | 1166.11%-1146.6pp | 29.38%-9.9pp |
| Employer contribution / active EE | $0 | $1,575-100.0% | $2,302-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,725 | $2,647+3.0% | $3,336-18.3% | $3,514-22.4% |
| Admin fee / account holder | $2,848 | $463+515.2% | $6,420-55.6% | $847+236.2% |