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 | $166,396 | $89,355+86.2% | $141,162+17.9% | $72,985+128.0% |
| Participation rate | 81.5% | 75.1%+6.4pp | 82.5%-1.0pp | 69.5%+12.0pp |
| Annual return | 21.24% | 111.85%-90.6pp | 71.39%-50.1pp | 81.00%-59.8pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,170 | $5,418+13.9% | $6,709-8.0% | $3,607+71.0% |
| Admin fee / account holder | $8,351 | $5,958+40.2% | $10,261-18.6% | $5,124+63.0% |