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 | $164,768 | $64,348+156.1% | $90,160+82.8% | $70,131+134.9% |
| Participation rate | 70.7% | 70.4%+0.3pp | 76.9%-6.1pp | 69.5%+1.2pp |
| Annual return | 17.49% | 28.13%-10.6pp | 34.88%-17.4pp | 73.14%-55.6pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $12,085 | $4,389+175.4% | $5,288+128.6% | $3,332+262.7% |
| Admin fee / account holder | $5,967 | $3,944+51.3% | $5,943+0.4% | $4,645+28.4% |