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 | $185,659 | $176,056+5.5% | $159,436+16.4% | $167,490+10.8% |
| Participation rate | 84.6% | 84.9%-0.3pp | 82.8%+1.8pp | 82.1%+2.5pp |
| Annual return | 12.65% | 331.75%-319.1pp | 263.57%-250.9pp | 478.56%-465.9pp |
| Employer contribution / active EE | $776 | $5,297-85.3% | $4,829-83.9% | $4,837-83.9% |
| Participant deferral / active EE | $4,731 | $7,750-39.0% | $7,352-35.7% | $6,341-25.4% |
| Admin fee / account holder | $445 | $12,554-96.5% | $10,799-95.9% | $12,309-96.4% |