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 | $104,531 | $148,534-29.6% | $135,903-23.1% | $139,434-25.0% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 31.46% | 79.19%-47.7pp | 68.23%-36.8pp | 372.94%-341.5pp |
| Employer contribution / active EE | $649 | $5,243-87.6% | $4,856-86.6% | $4,751-86.3% |
| Participant deferral / active EE | $3,822 | $8,100-52.8% | $7,758-50.7% | $6,710-43.0% |
| Admin fee / account holder | $1,373 | $12,400-88.9% | $10,762-87.2% | $11,403-88.0% |