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 | $34,374 | $209,411-83.6% | $178,490-80.7% | $158,922-78.4% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 10.03% | 188.75%-178.7pp | 151.07%-141.0pp | 302.83%-292.8pp |
| Employer contribution / active EE | $955 | $5,706-83.3% | $5,011-81.0% | $4,761-80.0% |
| Participant deferral / active EE | $4,564 | $5,954-23.3% | $5,202-12.3% | $5,982-23.7% |
| Admin fee / account holder | $19,389 | $17,074+13.6% | $13,984+38.7% | $11,246+72.4% |