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 | $214,877 | $127,065+69.1% | $113,168+89.9% | $142,382+50.9% |
| Participation rate | 73.3% | 79.2%-5.9pp | 76.6%-3.2pp | 80.1%-6.8pp |
| Annual return | 16.81% | 24.03%-7.2pp | 24.27%-7.5pp | 217.08%-200.3pp |
| Employer contribution / active EE | $479 | $3,442-86.1% | $2,975-83.9% | $4,299-88.9% |
| Participant deferral / active EE | $3,497 | $5,716-38.8% | $5,107-31.5% | $6,507-46.3% |
| Admin fee / account holder | $1,656 | $15,736-89.5% | $12,068-86.3% | $12,624-86.9% |