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 | $98,350 | $109,413-10.1% | $156,263-37.1% | $84,808+16.0% |
| Participation rate | 71.4% | 72.7%-1.3pp | 78.9%-7.5pp | 68.3%+3.1pp |
| Annual return | 30.94% | 20.18%+10.8pp | 59.47%-28.5pp | 40.90%-10.0pp |
| Employer contribution / active EE | $449 | $2,907-84.6% | $4,333-89.6% | $2,631-82.9% |
| Participant deferral / active EE | $3,872 | $4,590-15.6% | $6,158-37.1% | $4,212-8.1% |
| Admin fee / account holder | $10,916 | $9,357+16.7% | $14,255-23.4% | $7,344+48.6% |