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 | $126,943 | $109,359+16.1% | $162,163-21.7% | $72,985+73.9% |
| Participation rate | 88.9% | 84.3%+4.6pp | 87.6%+1.3pp | 69.5%+19.4pp |
| Annual return | 21.77% | 25.46%-3.7pp | 115.59%-93.8pp | 81.00%-59.2pp |
| Employer contribution / active EE | $533 | $3,907-86.4% | $5,614-90.5% | $2,440-78.1% |
| Participant deferral / active EE | $16,805 | $5,481+206.6% | $7,298+130.3% | $3,607+365.8% |
| Admin fee / account holder | $6,660 | $7,972-16.4% | $10,843-38.6% | $5,124+30.0% |