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 | $148,267 | $93,170+59.1% | $100,534+47.5% | $84,808+74.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 80.6%+19.4pp | 68.3%+31.7pp |
| Annual return | 18.92% | 47.13%-28.2pp | 32.66%-13.7pp | 40.90%-22.0pp |
| Employer contribution / active EE | $942 | $3,985-76.4% | $4,346-78.3% | $2,631-64.2% |
| Participant deferral / active EE | $6,672 | $5,699+17.1% | $6,144+8.6% | $4,212+58.4% |
| Admin fee / account holder | $17,443 | $7,382+136.3% | $7,654+127.9% | $7,344+137.5% |