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 | $185,861 | $162,781+14.2% | $133,956+38.7% | $158,922+17.0% |
| Participation rate | 92.9% | 83.2%+9.6pp | 79.8%+13.0pp | 82.0%+10.9pp |
| Annual return | 12.29% | 41.94%-29.6pp | 45.09%-32.8pp | 302.83%-290.5pp |
| Employer contribution / active EE | $587 | $4,975-88.2% | $3,919-85.0% | $4,761-87.7% |
| Participant deferral / active EE | $3,697 | $5,911-37.5% | $5,048-26.8% | $5,982-38.2% |
| Admin fee / account holder | $499 | $11,736-95.7% | $8,927-94.4% | $11,246-95.6% |