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 | $162,552 | $201,272-19.2% | $184,203-11.8% | $145,922+11.4% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.1pp |
| Annual return | 19.04% | 29.00%-10.0pp | 28.81%-9.8pp | 561.29%-542.2pp |
| Employer contribution / active EE | $533 | $7,022-92.4% | $6,427-91.7% | $4,660-88.6% |
| Participant deferral / active EE | $3,222 | $9,806-67.1% | $9,131-64.7% | $6,688-51.8% |
| Admin fee / account holder | $5,067 | $16,364-69.0% | $13,901-63.6% | $13,397-62.2% |