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 | $126,727 | $148,978-14.9% | $200,582-36.8% | $84,808+49.4% |
| Participation rate | 72.0% | 84.2%-12.2pp | 86.9%-14.9pp | 68.3%+3.7pp |
| Annual return | 16.61% | 28.16%-11.5pp | 42.33%-25.7pp | 40.90%-24.3pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,016 | $7,142-15.8% | $9,331-35.5% | $4,212+42.8% |
| Admin fee / account holder | $1,099 | $13,977-92.1% | $16,305-93.3% | $7,344-85.0% |