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 8-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 | $80,036 | $226,064-64.6% | $182,532-56.2% | $152,861-47.6% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.0%+5.4pp | 82.4%+0.9pp |
| Annual return | 17.91% | 192.51%-174.6pp | 148.54%-130.6pp | 345.32%-327.4pp |
| Employer contribution / active EE | $471 | $4,978-90.5% | $4,076-88.5% | $4,762-90.1% |
| Participant deferral / active EE | $3,585 | $6,368-43.7% | $5,524-35.1% | $5,850-38.7% |
| Admin fee / account holder | $529 | $10,703-95.1% | $8,592-93.8% | $11,596-95.4% |