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 | $104,542 | $105,181-0.6% | $159,436-34.4% | $85,850+21.8% |
| Participation rate | 86.3% | 75.8%+10.5pp | 82.8%+3.5pp | 69.3%+17.0pp |
| Annual return | 16.09% | 45.07%-29.0pp | 263.57%-247.5pp | 318.53%-302.4pp |
| Employer contribution / active EE | $582 | $3,318-82.5% | $4,829-88.0% | $2,565-77.3% |
| Participant deferral / active EE | $7,746 | $5,945+30.3% | $7,352+5.4% | $3,952+96.0% |
| Admin fee / account holder | $1,128 | $6,933-83.7% | $10,799-89.6% | $6,260-82.0% |