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 | $74,005 | $157,256-52.9% | $141,162-47.6% | $152,861-51.6% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 31.99% | 64.32%-32.3pp | 71.39%-39.4pp | 345.32%-313.3pp |
| Employer contribution / active EE | $856 | $5,261-83.7% | $4,735-81.9% | $4,762-82.0% |
| Participant deferral / active EE | $6,033 | $7,109-15.1% | $6,709-10.1% | $5,850+3.1% |
| Admin fee / account holder | $3,932 | $12,120-67.6% | $10,261-61.7% | $11,596-66.1% |