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 | $35,955 | $99,877-64.0% | $84,966-57.7% | $145,922-75.4% |
| Participation rate | 85.0% | 74.1%+10.9pp | 67.5%+17.5pp | 80.3%+4.7pp |
| Annual return | 21.76% | 83.76%-62.0pp | 66.38%-44.6pp | 561.29%-539.5pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $15,484 | $5,291+192.7% | $4,519+242.6% | $6,688+131.5% |
| Admin fee / account holder | $11,592 | $7,248+59.9% | $6,149+88.5% | $13,397-13.5% |