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 | $142,376 | $148,978-4.4% | $200,582-29.0% | $84,808+67.9% |
| Participation rate | 98.3% | 84.2%+14.0pp | 86.9%+11.4pp | 68.3%+30.0pp |
| Annual return | 15.40% | 28.16%-12.8pp | 42.33%-26.9pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,505 | $4,815-68.7% | $6,419-76.5% | $2,631-42.8% |
| Participant deferral / active EE | $4,774 | $7,142-33.2% | $9,331-48.8% | $4,212+13.3% |
| Admin fee / account holder | $1,967 | $13,977-85.9% | $16,305-87.9% | $7,344-73.2% |