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 | $136,044 | $89,753+51.6% | $107,525+26.5% | $84,808+60.4% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 17.59% | 29.48%-11.9pp | 181.32%-163.7pp | 40.90%-23.3pp |
| Employer contribution / active EE | $646 | $3,113-79.2% | $3,754-82.8% | $2,631-75.4% |
| Participant deferral / active EE | $4,614 | $4,056+13.7% | $5,116-9.8% | $4,212+9.5% |
| Admin fee / account holder | $18,880 | $7,222+161.4% | $8,919+111.7% | $7,344+157.1% |