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 | $102,015 | $152,587-33.1% | $125,175-18.5% | $152,861-33.3% |
| Participation rate | 73.3% | 83.3%-10.0pp | 79.8%-6.4pp | 82.4%-9.1pp |
| Annual return | 23.16% | 54.84%-31.7pp | 43.79%-20.6pp | 345.32%-322.2pp |
| Employer contribution / active EE | $862 | $4,946-82.6% | $3,865-77.7% | $4,762-81.9% |
| Participant deferral / active EE | $3,224 | $5,868-45.1% | $4,937-34.7% | $5,850-44.9% |
| Admin fee / account holder | $1,058 | $13,434-92.1% | $9,702-89.1% | $11,596-90.9% |