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 | $119,502 | $91,552+30.5% | $133,956-10.8% | $79,858+49.6% |
| Participation rate | 73.8% | 73.3%+0.4pp | 79.8%-6.1pp | 69.6%+4.1pp |
| Annual return | 10.92% | 61.85%-50.9pp | 45.09%-34.2pp | 31.71%-20.8pp |
| Employer contribution / active EE | $344 | $2,384-85.6% | $3,919-91.2% | $2,471-86.1% |
| Participant deferral / active EE | $3,313 | $3,733-11.3% | $5,048-34.4% | $3,740-11.4% |
| Admin fee / account holder | $653 | $6,321-89.7% | $8,927-92.7% | $5,306-87.7% |