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 | $237,169 | $111,754+112.2% | $103,333+129.5% | $145,922+62.5% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 15.11% | 24.77%-9.7pp | 24.88%-9.8pp | 561.29%-546.2pp |
| Employer contribution / active EE | $313 | $4,212-92.6% | $3,868-91.9% | $4,660-93.3% |
| Participant deferral / active EE | $12,998 | $5,619+131.3% | $5,057+157.0% | $6,688+94.4% |
| Admin fee / account holder | $861 | $9,750-91.2% | $8,355-89.7% | $13,397-93.6% |