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 | $128,657 | $127,065+1.3% | $113,168+13.7% | $142,382-9.6% |
| Participation rate | 90.0% | 79.2%+10.8pp | 76.6%+13.4pp | 80.1%+9.9pp |
| Annual return | 11.77% | 24.03%-12.3pp | 24.27%-12.5pp | 217.08%-205.3pp |
| Employer contribution / active EE | $816 | $3,442-76.3% | $2,975-72.6% | $4,299-81.0% |
| Participant deferral / active EE | $8,308 | $5,716+45.3% | $5,107+62.7% | $6,507+27.7% |
| Admin fee / account holder | $2,498 | $15,736-84.1% | $12,068-79.3% | $12,624-80.2% |