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 | $185,952 | $159,602+16.5% | $150,045+23.9% | $142,382+30.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.20% | 70.24%-56.0pp | 62.55%-48.3pp | 217.08%-202.9pp |
| Employer contribution / active EE | $639 | $4,961-87.1% | $4,693-86.4% | $4,299-85.1% |
| Participant deferral / active EE | $10,171 | $8,310+22.4% | $7,997+27.2% | $6,507+56.3% |
| Admin fee / account holder | $408 | $14,846-97.3% | $13,435-97.0% | $12,624-96.8% |