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 | $133,603 | $209,411-36.2% | $178,490-25.1% | $158,922-15.9% |
| Participation rate | 94.7% | 86.3%+8.4pp | 81.9%+12.8pp | 82.0%+12.8pp |
| Annual return | 8.21% | 188.75%-180.5pp | 151.07%-142.9pp | 302.83%-294.6pp |
| Employer contribution / active EE | $913 | $5,706-84.0% | $5,011-81.8% | $4,761-80.8% |
| Participant deferral / active EE | $3,211 | $5,954-46.1% | $5,202-38.3% | $5,982-46.3% |
| Admin fee / account holder | $508 | $17,074-97.0% | $13,984-96.4% | $11,246-95.5% |