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 | $229,573 | $177,572+29.3% | $154,803+48.3% | $142,382+61.2% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 14.99% | 65.07%-50.1pp | 58.88%-43.9pp | 217.08%-202.1pp |
| Employer contribution / active EE | $822 | $4,810-82.9% | $4,305-80.9% | $4,299-80.9% |
| Participant deferral / active EE | $6,402 | $6,272+2.1% | $5,540+15.5% | $6,507-1.6% |
| Admin fee / account holder | $3,737 | $16,786-77.7% | $14,329-73.9% | $12,624-70.4% |