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 | $144,679 | $111,754+29.5% | $103,333+40.0% | $145,922-0.9% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 24.27% | 24.77%-0.5pp | 24.88%-0.6pp | 561.29%-537.0pp |
| Employer contribution / active EE | $464 | $4,212-89.0% | $3,868-88.0% | $4,660-90.0% |
| Participant deferral / active EE | $3,614 | $5,619-35.7% | $5,057-28.5% | $6,688-46.0% |
| Admin fee / account holder | $7,515 | $9,750-22.9% | $8,355-10.1% | $13,397-43.9% |