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 | $89,498 | $165,984-46.1% | $164,813-45.7% | $145,922-38.7% |
| Participation rate | 82.6% | 82.0%+0.6pp | 78.6%+4.0pp | 80.3%+2.3pp |
| Annual return | 15.06% | 100.03%-85.0pp | 69.93%-54.9pp | 561.29%-546.2pp |
| Employer contribution / active EE | $934 | $5,273-82.3% | $4,341-78.5% | $4,660-80.0% |
| Participant deferral / active EE | $4,167 | $6,959-40.1% | $6,031-30.9% | $6,688-37.7% |
| Admin fee / account holder | $1,149 | $16,648-93.1% | $12,690-90.9% | $13,397-91.4% |