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 | $125,078 | $107,334+16.5% | $92,893+34.6% | $152,861-18.2% |
| Participation rate | 94.1% | 79.8%+14.3pp | 76.0%+18.1pp | 82.4%+11.7pp |
| Annual return | 12.22% | 145.58%-133.4pp | 109.41%-97.2pp | 345.32%-333.1pp |
| Employer contribution / active EE | $732 | $4,221-82.6% | $3,653-80.0% | $4,762-84.6% |
| Participant deferral / active EE | $4,127 | $4,845-14.8% | $4,236-2.6% | $5,850-29.5% |
| Admin fee / account holder | $4,630 | $7,079-34.6% | $5,794-20.1% | $11,596-60.1% |