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 | $142,247 | $89,355+59.2% | $141,162+0.8% | $72,985+94.9% |
| Participation rate | 79.6% | 75.1%+4.5pp | 82.5%-2.9pp | 69.5%+10.1pp |
| Annual return | 22.48% | 111.85%-89.4pp | 71.39%-48.9pp | 81.00%-58.5pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $13,498 | $5,418+149.1% | $6,709+101.2% | $3,607+274.2% |
| Admin fee / account holder | $12,807 | $5,958+114.9% | $10,261+24.8% | $5,124+149.9% |