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 | $126,463 | $109,413+15.6% | $156,263-19.1% | $84,808+49.1% |
| Participation rate | 87.1% | 72.7%+14.4pp | 78.9%+8.2pp | 68.3%+18.8pp |
| Annual return | 13.71% | 20.18%-6.5pp | 59.47%-45.8pp | 40.90%-27.2pp |
| Employer contribution / active EE | $613 | $2,907-78.9% | $4,333-85.9% | $2,631-76.7% |
| Participant deferral / active EE | $4,383 | $4,590-4.5% | $6,158-28.8% | $4,212+4.1% |
| Admin fee / account holder | $14,968 | $9,357+60.0% | $14,255+5.0% | $7,344+103.8% |