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 | $104,170 | $118,450-12.1% | $98,439+5.8% | $139,434-25.3% |
| Participation rate | 84.2% | 77.4%+6.8pp | 75.2%+9.1pp | 80.3%+3.9pp |
| Annual return | 14.37% | 18.94%-4.6pp | 21.16%-6.8pp | 372.94%-358.6pp |
| Employer contribution / active EE | $0 | $3,609-100.0% | $3,048-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,972 | $5,392-63.4% | $4,738-58.4% | $6,710-70.6% |
| Admin fee / account holder | $1,675 | $14,026-88.1% | $8,948-81.3% | $11,403-85.3% |