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 | $141,802 | $165,335-14.2% | $149,696-5.3% | $158,922-10.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.50% | 348.15%-336.6pp | 276.60%-265.1pp | 302.83%-291.3pp |
| Employer contribution / active EE | $541 | $5,103-89.4% | $4,644-88.4% | $4,761-88.6% |
| Participant deferral / active EE | $2,473 | $7,181-65.6% | $6,842-63.9% | $5,982-58.7% |
| Admin fee / account holder | $1,400 | $10,807-87.0% | $9,309-85.0% | $11,246-87.6% |