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 | $163,096 | $227,553-28.3% | $189,557-14.0% | $167,490-2.6% |
| Participation rate | 93.8% | 82.5%+11.3pp | 78.4%+15.3pp | 82.1%+11.6pp |
| Annual return | 14.84% | 78.40%-63.6pp | 64.17%-49.3pp | 478.56%-463.7pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $10,643 | $7,002+52.0% | $6,174+72.4% | $6,341+67.8% |
| Admin fee / account holder | $16,708 | $11,878+40.7% | $9,807+70.4% | $12,309+35.7% |