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 | $66,271 | $179,726-63.1% | $156,263-57.6% | $142,382-53.5% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.9%+4.4pp | 80.1%+3.2pp |
| Annual return | 15.13% | 77.86%-62.7pp | 59.47%-44.3pp | 217.08%-201.9pp |
| Employer contribution / active EE | $822 | $5,069-83.8% | $4,333-81.0% | $4,299-80.9% |
| Participant deferral / active EE | $8,736 | $6,956+25.6% | $6,158+41.9% | $6,507+34.3% |
| Admin fee / account holder | $616 | $17,272-96.4% | $14,255-95.7% | $12,624-95.1% |