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 | $190,169 | $110,257+72.5% | $96,544+97.0% | $139,434+36.4% |
| Participation rate | 78.6% | 78.1%+0.5pp | 76.0%+2.6pp | 80.3%-1.7pp |
| Annual return | 14.63% | 26.32%-11.7pp | 25.84%-11.2pp | 372.94%-358.3pp |
| Employer contribution / active EE | $723 | $3,620-80.0% | $2,965-75.6% | $4,751-84.8% |
| Participant deferral / active EE | $6,996 | $5,548+26.1% | $4,851+44.2% | $6,710+4.3% |
| Admin fee / account holder | $3,182 | $11,591-72.5% | $8,252-61.4% | $11,403-72.1% |