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 | $193,141 | $94,625+104.1% | $116,228+66.2% | $84,808+127.7% |
| Participation rate | 71.2% | 70.4%+0.7pp | 74.6%-3.4pp | 68.3%+2.8pp |
| Annual return | 18.61% | 20.40%-1.8pp | 90.06%-71.5pp | 40.90%-22.3pp |
| Employer contribution / active EE | $645 | $2,347-72.5% | $2,994-78.4% | $2,631-75.5% |
| Participant deferral / active EE | $4,142 | $3,972+4.3% | $4,953-16.4% | $4,212-1.7% |
| Admin fee / account holder | $16,610 | $10,091+64.6% | $11,989+38.5% | $7,344+126.2% |