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 | $65,663 | $144,119-54.4% | $117,854-44.3% | $147,584-55.5% |
| Participation rate | 83.3% | 83.4%-0.1pp | 79.7%+3.7pp | 82.8%+0.5pp |
| Annual return | 12.47% | 531.15%-518.7pp | 335.08%-322.6pp | 578.55%-566.1pp |
| Employer contribution / active EE | $458 | $4,896-90.6% | $3,786-87.9% | $4,876-90.6% |
| Participant deferral / active EE | $6,760 | $5,316+27.2% | $4,482+50.8% | $5,439+24.3% |
| Admin fee / account holder | $11,047 | $10,886+1.5% | $8,020+37.7% | $10,885+1.5% |