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 | $198,390 | $185,822+6.8% | $169,993+16.7% | $139,434+42.3% |
| Participation rate | 85.0% | 87.8%-2.8pp | 87.0%-2.0pp | 80.3%+4.7pp |
| Annual return | 16.14% | 60.50%-44.4pp | 53.37%-37.2pp | 372.94%-356.8pp |
| Employer contribution / active EE | $790 | $7,590-89.6% | $6,785-88.4% | $4,751-83.4% |
| Participant deferral / active EE | $6,993 | $11,622-39.8% | $10,408-32.8% | $6,710+4.2% |
| Admin fee / account holder | $8,978 | $15,381-41.6% | $12,815-29.9% | $11,403-21.3% |