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 | $126,639 | $159,602-20.7% | $150,045-15.6% | $142,382-11.1% |
| Participation rate | 90.5% | 84.0%+6.5pp | 82.3%+8.2pp | 80.1%+10.4pp |
| Annual return | 13.23% | 70.24%-57.0pp | 62.55%-49.3pp | 217.08%-203.8pp |
| Employer contribution / active EE | $728 | $4,961-85.3% | $4,693-84.5% | $4,299-83.1% |
| Participant deferral / active EE | $10,294 | $8,310+23.9% | $7,997+28.7% | $6,507+58.2% |
| Admin fee / account holder | $14,187 | $14,846-4.4% | $13,435+5.6% | $12,624+12.4% |