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 | $124,894 | $138,347-9.7% | $184,203-32.2% | $80,856+54.5% |
| Participation rate | 92.2% | 83.9%+8.4pp | 86.8%+5.4pp | 67.6%+24.6pp |
| Annual return | 16.27% | 20.02%-3.7pp | 28.81%-12.5pp | 35.59%-19.3pp |
| Employer contribution / active EE | $1,124 | $4,850-76.8% | $6,427-82.5% | $2,755-59.2% |
| Participant deferral / active EE | $5,184 | $7,071-26.7% | $9,131-43.2% | $4,296+20.7% |
| Admin fee / account holder | $3,860 | $10,483-63.2% | $13,901-72.2% | $6,918-44.2% |