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 | $99,444 | $109,413-9.1% | $156,263-36.4% | $84,808+17.3% |
| Participation rate | 93.9% | 72.7%+21.2pp | 78.9%+15.0pp | 68.3%+25.6pp |
| Annual return | 13.60% | 20.18%-6.6pp | 59.47%-45.9pp | 40.90%-27.3pp |
| Employer contribution / active EE | $778 | $2,907-73.2% | $4,333-82.0% | $2,631-70.4% |
| Participant deferral / active EE | $6,979 | $4,590+52.0% | $6,158+13.3% | $4,212+65.7% |
| Admin fee / account holder | $22,038 | $9,357+135.5% | $14,255+54.6% | $7,344+200.1% |