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 | $139,394 | $124,319+12.1% | $111,297+25.2% | $167,490-16.8% |
| Participation rate | 87.0% | 79.6%+7.3pp | 77.3%+9.6pp | 82.1%+4.9pp |
| Annual return | 17.90% | 37.44%-19.5pp | 54.65%-36.8pp | 478.56%-460.7pp |
| Employer contribution / active EE | $57 | $3,435-98.3% | $2,731-97.9% | $4,837-98.8% |
| Participant deferral / active EE | $4,784 | $5,180-7.7% | $4,487+6.6% | $6,341-24.6% |
| Admin fee / account holder | $25,107 | $10,618+136.5% | $7,964+215.3% | $12,309+104.0% |