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 | $90,404 | $125,758-28.1% | $169,993-46.8% | $75,163+20.3% |
| Participation rate | 72.0% | 83.6%-11.6pp | 87.0%-15.0pp | 67.2%+4.8pp |
| Annual return | 19.51% | 27.20%-7.7pp | 53.37%-33.9pp | 160.62%-141.1pp |
| Employer contribution / active EE | $434 | $4,615-90.6% | $6,785-93.6% | $2,670-83.8% |
| Participant deferral / active EE | $3,663 | $6,837-46.4% | $10,408-64.8% | $4,125-11.2% |
| Admin fee / account holder | $9,801 | $8,173+19.9% | $12,815-23.5% | $5,651+73.4% |