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 | $245,984 | $209,411+17.5% | $178,490+37.8% | $158,922+54.8% |
| Participation rate | 73.7% | 86.3%-12.7pp | 81.9%-8.2pp | 82.0%-8.3pp |
| Annual return | 23.30% | 188.75%-165.4pp | 151.07%-127.8pp | 302.83%-279.5pp |
| Employer contribution / active EE | $1,118 | $5,706-80.4% | $5,011-77.7% | $4,761-76.5% |
| Participant deferral / active EE | $4,264 | $5,954-28.4% | $5,202-18.0% | $5,982-28.7% |
| Admin fee / account holder | $2,065 | $17,074-87.9% | $13,984-85.2% | $11,246-81.6% |