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 | $149,287 | $109,413+36.4% | $156,263-4.5% | $84,808+76.0% |
| Participation rate | 72.0% | 72.7%-0.7pp | 78.9%-6.9pp | 68.3%+3.7pp |
| Annual return | 13.21% | 20.18%-7.0pp | 59.47%-46.3pp | 40.90%-27.7pp |
| Employer contribution / active EE | $505 | $2,907-82.6% | $4,333-88.4% | $2,631-80.8% |
| Participant deferral / active EE | $4,811 | $4,590+4.8% | $6,158-21.9% | $4,212+14.2% |
| Admin fee / account holder | $5,384 | $9,357-42.5% | $14,255-62.2% | $7,344-26.7% |