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 | $156,961 | $153,772+2.1% | $133,980+17.2% | $273,961-42.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 9.22% | 36.51%-27.3pp | 29.30%-20.1pp | 41.45%-32.2pp |
| Employer contribution / active EE | $984 | $6,029-83.7% | $5,211-81.1% | $4,869-79.8% |
| Participant deferral / active EE | $14,001 | $6,958+101.2% | $6,282+122.9% | $5,287+164.8% |
| Admin fee / account holder | $3,761 | $11,765-68.0% | $9,324-59.7% | $10,132-62.9% |